Brilliant

content A Guide to QuarkXPress 2022

that
works

quark.com April 2022

Contents

About this Guide 1

What we’re assuming about you 1
Where to go for help 1
Conventions 1
Technology note 2
Infrastructure Updates for QuarkXPress 2022 3

The User Interface 4

Tools 5
Tool key commands 8
Scissors tool 8
Starburst tool 8
ShapeMaker tools 9
Using the Star tool 9
Default star settings 10
Using the Polygon tool 12
Default polygon settings 13
Using the Rounded Rectangle tool 14
Default rounded rectangle settings 15
Using the Diamond tool 17
Default diamond settings 18
Using the Triangle tool 19
Default triangle settings 20
Using the Wave tool 21
Default wave settings 22
Using the Spiral tool 24
Default spiral settings 25
Using the Cloud tool 26
 Default cloud settings 27
Menus 29
QuarkXPress menu (macOS only) 29
File menu 30
Edit menu 31
Style menu 33
Style menu for text 33
Style menu for pictures 35
Style menu for lines 36
Item menu 37
Page menu 38
Layout menu 39
Table menu 40
View menu 41
Utilities menu 42
Window menu 45
Help menu 47
Context menus 48
Palettes 48
Articles palette 49
Advanced Image Control palette 50
Books palette 50
Callout Styles palette 50
Colors palette 51
Conditional Styles palette 51
Content palette 51
Content Variables palette 52
Flex Layout Blocks 52
Flex Object Browser palette 53
Flex Page Builder palette 54
 Footnote Styles palette 55
Glyphs palette 56
Gradients palette 57
Grid Styles palette 57
Guides palette 58
HTML5 Palette 58
Hyperlinks palette 58
Image Editing palette 58
Index palette 59
Item Styles palette 59
JavaScript palette 60
JavaScript Debugger palette 60
Layers palette 61
Lists palette 61
Measurements palette 62
Vertical Measurement palette (macOS only) 66
Page Layout palette 68
Profile Information palette 69
Redline palette 69
Scale palette 70
Style Sheets palette 70
Table Styles palette 71
Text Shading Styles palette 71
Tools palette 72
Palette groups and palette sets 72
Using palette groups 72
Using palette sets 74
Layout controls 74
Views and view sets 75
Splitting a window 75
 Creating a window 76
Using Story Editor view 76
View sets 77

Projects and Layouts 80

Working with projects 80
Options for Print layouts 81
Layout Level Bleed 81
Creating a project from an IDML file 87
Convert InDesign files to QuarkXPress Projects 87
IDML integration with Bleed 93
Saving and naming a QuarkXPress project 93
Exporting layouts and projects 93
Custom page size 93
Working with layouts 95
Project-level and layout-level resources 96
Project-level resources 96
Layout-level resources 96
Adaptive scaling 97
Large Pasteboard size 99
Working with Guides 100
Column and margin guides 101
Ruler guides 101
Snapping to guides 102
Dynamic Guides 102
Undoing and redoing actions 103

Native QuarkXPress Objects 105

Convert an existing item to a native QuarkXPress object 105
Import an object as a native QuarkXPress object 106
Content Variables 108
Edit content variables 109
Create a custom content variable 110
Insert a content variable 112

Boxes, Lines, and Tables 113

Understanding items and content 113
Understanding handles 114
Item handles 114
Picture handles 114
Understanding Bézier shapes 115
Drop Shadows 118
Item Find/Change 119
Integration of Custom Border Styles with Item Find/Change 121
Working with boxes 121
Creating text and picture boxes 122
Creating Bézier boxes 122
9-Point Reference Grid 123
How it works 124
Resizing boxes 125
Auto Grow/Shrink Text Boxes 125
How it works 126
Locking box and picture proportions 126
Reshaping boxes 127
Adding borders to boxes 127
Applying colors to boxes 127
Applying gradients to boxes 128
Specifying number of columns in text boxes 128
Merging and splitting boxes 128
Merging text boxes 130
 Adding text and pictures to boxes 130
Changing box type 130
Creating a box from a clipping path 131
Copying attributes from one box to another 131
Super Step and Repeat 131
Using Super Step and Repeat 132
ShapeMaker 133
ShapeMaker Waves tab 133
ShapeMaker Polygons tab 134
ShapeMaker Spirals tab 136
ShapeMaker Rectangles tab 137
Working with lines 138
Creating lines 138
Creating Bézier lines 138
Line modes for orthogonal lines 139
Resizing lines 140
Reshaping lines 140
Controlling line appearance 140
Joining lines 141
Joining, extending and closing open paths 141
Copying attributes from one line to another 141
Manipulating items 143
Selecting items 143
Moving items 143
Cutting, copying, and pasting items 143
Controlling the stacking order of items 144
Grouping items 144
Resizing grouped items 145
Duplicating items 145
Spacing and aligning items 145
 Rotating items 146
Skewing items 146
Locking and unlocking items 147
Anchoring items and groups in text 147
Working with callouts 147
Understanding callouts 148
Creating a callout 150
Configuring a callout anchor 151
Working with callout styles 152
Callouts and runaround 152
Working with tables 153
Drawing a table 153
Converting text to tables 154
New Table Model with Table Styles 156
Easy access to table formatting features directly from the measurements
palette 164
New Features 164
Importing Excel tables 165
Importing Excel charts 168
Adding text and pictures to tables 168
Editing table text 168
Linking table cells 169
Inserting and deleting rows and columns 170
Combining cells 170
Manually resizing tables, rows, and columns 170
Converting tables back to text 171
Working with tables and groups 171
Continuing tables in other locations 171
Anchoring tables in text 171
Breaking a table manually 172
 Adding header and footer rows to tables 173
Improved Integration with Master Pages 175
Use Tables as Anchors 175

Text and Typography 180

Editing text 180
Preference for Defining Paste Behavior from External Applications 180
Fit Box to Text feature 181
Importing and exporting text 182
Word Filter 183
Finding and changing text 185
Special character codes 186
Working with footnotes and endnotes 187
Inserting footnotes and endnotes 187
Footnote/Endnote styles 189
Footnote separators 191
Export Endnotes as Hyperlinks 194
Convert Footnotes to Endnotes (and Vice Versa) 195
Find/Change Footnotes Enhancement 196
Checking spelling 196
Auxiliary dictionaries 198
Counting words and characters 199
Working with grouped characters 201
Working with non-breaking character sets 202
Format painter 202
Aligning characters on a line 203
Applying character attributes 206
Applying a font 206
Applying font styles 206
Font Management in QuarkXPress 210
 Why Do You Need to Manage Your Fonts? 210
Font Management in QuarkXPress is classified into 3 sub-categories: 210
Choosing a font size 215
Applying type styles 216
Applying color, shade, and opacity 216
Applying horizontal or vertical scale 216
Applying baseline shift 216
Applying emphasis value 217
Applying text stroke 217
Stroke support for Indic 218
Controlling half-width characters 220
Working with font sets 221
Applying multiple character attributes 221
Applying paragraph attributes 222
Controlling alignment 222
How it works? 223
Controlling indentation 226
Controlling leading 227
Controlling space before and after paragraphs 228
Controlling space between paragraphs using same style 228
How it works? 230
Controlling column flow 230
Column flow examples 231
Keep option for Column Flow 235
Setting tabs 235
Controlling widow and orphan lines 237
Break options in Paragraph Style 238
Working with text shading 240
Creating and editing text shading styles 240
Applying text shading 245
Controlling kerning 247
Kerning manually 247
Kerning automatically 248
Controlling hyphenation and justification 248
Specifying hyphenation exceptions 253
Hyphenation exception files 253
Importing hyphenation exception files 254
Exporting hyphenation exception files 255
Job Jackets with hyphenation exceptions 256
Job Tickets and hyphenation exceptions 257
Synchronization between hyphenation exception files and layouts 259
Integrating with Quark Publishing Platform 260
Synchronization of hyphenation exceptions files on Platform 262
Using discretionary hyphens 262
Controlling tracking 263
Tracking manually 263
Editing tracking tables 263
Sending 263
Working with style sheets 264
Creating and editing paragraph style sheets 264
Updating paragraph style sheets 268
Creating and editing character style sheets 268
Updating character style sheets 270
Applying style sheets 270
Appending style sheets 271
Working with conditional styles 271
Creating a conditional style 273
Applying a conditional style 276
Removing conditional styles 277
Using conditional style markers 277
 Editing a conditional style 279
Bullets and numbering 279
Quick access to Bullets & Numbering 280
Working with bullet styles 280
Working with numbering styles 282
Greek and Russian Numbering Formats 283
Working with outline styles 284
Bullets, numbering, outlines, and style sheets 287
Positioning text in text boxes 289
Using baseline grid 289
Aligning text vertically 289
Specifying text inset 289
Specifying story direction 290
Controlling font usage 290
Converting text to boxes 290
Using text runaround 291
Running text around all sides of an item 291
Running text around lines and text paths 291
Running text around text boxes 292
Running text around pictures 292
Runaround for Multiple Items (Boxes) 293
Fine-tuning a runaround path 294
Editing a runaround path 295
Working with text paths 295
Creating drop caps 296
Creating rules above and below paragraphs 296
Using anchored boxes 297
Anchoring boxes and lines in text 297
Cutting, copying, pasting, and deleting anchored boxes and lines 297
External anchors 297
Working with OpenType Styles 298
Applying OpenType styles 300
Using ligatures 304
Ligature preferences 304
Working with OpenType Stylistic Sets 305
Working with Color Fonts 306
Working with the Glyphs palette 307
Displaying invisible characters 309
Inserting special characters 309
Inserting spaces 310
Inserting other special characters 310
Specifying character language 310
Using font fallback 310
Working with font mapping rules 311
Working with design grids 312
Understanding design grids 312
Grid lines 313
Master page grids and text box grids 313
Grid styles 315
Design grid basics 316
Configuring a master page grid 316
Configuring a text box grid 317
Design Grids: Text Settings tab 318
Adjust Lines Within Margins dialog box 320
Adjust Lines Within Box dialog box 321
Design grids: Display Settings tab 323
Design grids: Cell Alignment tab 324
Loading grid settings 324
Working with grid styles 327
Creating grid styles 327
 Applying a grid style to a text box 329
Using design grids 330
Using a master page grid 330
Locking text to a grid 330
Snapping items to design grids 330
Aligning grids 331
Working with rubi text 331
Text tab 332
Character Attributes tab 333
Rubi alignment options 334
Mono rubi 336
Rubi base alignment options 336
Rubi overhang options 338
Working with hanging characters 340
Creating hanging character classes 342
Creating hanging character sets 343
Applying hanging character sets 343
Working with Mojigumi sets and classes 344
Creating and editing Mojigumi character classes 344
Creating and editing Mojigumi sets 345
Open Punctuation 346
Close Punctuation 347
Middle Punctuation 347
Contiguous Punctuation 347
CJK & R Space 348
Character Width Setting, Character Space Setting 348
Priority 349
Preview 349
Applying Mojigumi sets 349
Character mapping for legacy projects 349
 Mapping for projects that use UDA/VDA characters 350
Mapping for projects that use custom characters 351
Type Tricks 352
Make Fraction 352
Make Price 352
Word Space Tracking 353
Line Check 353
Custom Underline 354
Hyperlinks 354
Destinations 355
Anchors 356
Creating a destination 356
Creating an anchor 357
Creating a hyperlink using an existing destination 357
Creating a hyperlink from scratch 357
Showing links in the Hyperlinks palette 358
Formatting hyperlinks 358
Editing and deleting destinations 359
Editing and deleting anchors 359
Editing and deleting hyperlinks 359
Navigating using the Hyperlinks palette 359
Bookmarks Integration 360
Using Bookmarks: 362

Indic Support 365

Overview 365
Text and Typography support 365
Support for Indic Unicode Fonts 365
Integration with Input Method Editors (IMEs) 365
Indic text input 365
Indic text deletion 366
OpenType features 366
Spell Check 367
Hyphenation 367
Drop Caps 369
Find/ Change 370
Enhanced Glyph palette support 370
Font grouping, Font fallback, Font Locking, Language locking 371
Kerning/ Tracking 373
Support for Zero Width Joiner and Zero Width Non-Joiner 374

Pictures 376
Working with pictures 376
Importing a picture 376
Stock Images 377
Using Stock Images 377
Add Images 378
Favorite Images 379
Image Attributes 381
Image Download Location 381
How to test 383
Spring Loading on Cursor 384
How it works 385
Spring Loading Progress Bar 386
Moving pictures 387
Resizing pictures 387
Cropping pictures 388
Rotating and skewing pictures 388
Coloring and shading pictures 388
Flipping pictures 388
 Listing, verifying status of, and updating pictures 389
Specifying background colors for pictures 389
Maintaining picture attributes 389
Editing the raster image 390
Filters 392
Adjustments 393
Blend Mode 395
Opacity 395
Working with clipping paths 396
Creating clipping paths 396
Using embedded clipping paths 397
Manipulating clipping paths 397
Creating special effects with clipping paths 398
Working with alpha masks 398
Working with PSD pictures 399
Preparing PSD files 399
Working with PSD layers 400
Blending PSD layers 400
Showing and hiding Photoshop layers 400
Modifying PSD layer opacity 401
Working with layer masks 401
Working with PSD channels 401
Showing and hiding channels 401
Modifying channel color and solidity 401
Working with indexed color channels 402
Working with PSD paths 402
Printing PSD pictures 403
Improvements in EPS Images 403
Support of SVG format Images* 403
Cross references 406
Inserting a cross reference 406
Synchronizing cross references 408

Color, Opacity, and Drop Shadows 410

Working with colors 410
The Colors palette 410
The Colors dialog box 411
Creating a color 411
Auto Color Name 412
Creating gradients 412
Editing a color 415
Editing of the Colors 416
Duplicating a color 416
Deleting a color 417
Adding colors using the color picker tool 417
Importing colors from another article or project 419
Changing all instances of one color to another color 419
Applying color and shade to text 420
Applying color and shade to lines 420
Applying transparency blend modes 420
Working with opacity 425
Specifying opacity 425
Specifying opacity for groups 425
Creating blends with transparency 426
Color management 426
Source setups and output setups 426
The color management experience for users 426
Working in the default color management environment 427
Specifying a monitor profile 427
 Specifying a source setup 427
Specifying a default proof output setup 427
Specifying a rendering intent 427
Color managing multi-color-space EPS and PDF pictures 427
Working with source setups and output setups from a color expert 428
Appending source setups 428
Importing output setups 428
Selecting source setups and output setups 428
Working with source and output setups in Job Jackets 429
Working in a legacy color management environment 429
Proofing color on screen (soft proofing) 429
Color management for experts 430
Creating a source setup 430
Creating an output setup 431
Sharing source and output setups 431
Fine-tuning color management for individual pictures 432
Managing profiles 432
Installing profiles 433
Loading profiles 433
Checking profile usage 433
Working with drop shadows 433
Applying drop shadows 434
Customizing drop shadows 434
Incorporating drop shadows with items 434

Custom Bleeds 436

Large Pasteboard Integration with Bleed 436
Using Custom Bleeds 437
Using Clip at Bleed Edge 438
Item Styles 439
Creating Item Styles 439
Integration of Custom Border Styles with Item Styles 441
Using the Item Styles palette 441
Integration of Auto Grow Text Boxes in Item Styles 442
Integration of Heterogeneous Borders in Item Styles 443
Checking Item Style usage 444

DejaVu (Windows only) 446

Document Construction 447

Using automatic page numbering 447
Creating an automatic text box 447
Working with master pages 448
Creating a master page 448
Applying master pages 452
Updating master pages 453
Master pages and layout families 453
Variable Page Size 454
Duplicate Pages 457
Working with layers 458
Understanding layers 459
Creating layers 460
Selecting layers 460
Showing and hiding layers 460
Determining which layer an item is on 461
Deleting layers 461
Changing layer options 462
Moving items to a different layer 463
Copying and pasting items between layers 463
 Changing the stacking order of layers 464
Layers and text runaround 464
Duplicating layers 465
Merging layers 465
Locking items on layers 466
Using master pages with layers 466
Suppressing printout of layers 466
Object (Boxes) browser support with layers 467
Using PDF layers 472
Working with lists 472
Preparing for lists 473
Including style sheets in a list 473
Specifying levels in a list 473
Creating a list 473
Importing lists from another document 474
Navigating with lists 474
Building lists 475
Updating lists 475
Last Line Indent in Table of Contents 476
Working with indexes 476
Specifying the index marker color 477
Creating index entries 477
Creating a first-level index entry 477
Creating a second-, third-, or fourth-level index entry 479
Creating cross-references 479
Creating a cross-reference for a new index entry 479
Creating a cross-reference for an existing index entry 480
Editing an index entry 481
Deleting an index entry 481
Specifying the punctuation used in an index 481
 Building an index 482
Editing final indexes 483
Nonprinting text in an index 483
Editing and rebuilding the index 484
Updating the index 484
Applying local formatting to the index 484
Working with books 484
Creating books 485
Working with chapters 486
Adding chapters to books 486
Chapter status 487
Opening chapters in books 487
Opening chapters independently of books 487
Reordering chapters in books 487
Removing chapters from books 488
Controlling page numbers 488
Working with sectioned chapters 488
Working with nonsectioned chapters 488
Synchronizing chapters 489
Specifying the master chapter 489
Synchronizing specifications 489
Printing chapters 490
Generate a PDF from a Book 491
Creating indexes and tables of contents for books 492
Indexes for books 492
Lists for books 492
Book Enhancement 493
Enhanced Index support in Book: 493
Working with libraries 493
Creating libraries 494
 Adding library entries 494
Retrieving library entries 495
Manipulating library entries 495
Working with labels 495
Labeling library entries 496
Displaying library entries by label 496
Saving libraries 496
Guides Palette 497
Using the Guides palette 497
Guides palette menu 498
Creating guides with the Guides palette 499
Creating grids with the Guides palette 500
Creating rows and columns 502
Creating bleed and safety guides 503
Scale functionality 505
Cloner functionality 507
ImageGrid functionality 508
Linkster functionality 510

Output 513
Printing layouts 513
Updating picture paths 513
Setting Print dialog box controls 513
Print dialog box 515
Device pane 515
Pages pane 516
Pictures pane 516
Fonts pane 517
Color pane 518
Registration Marks pane 518
 Layers pane 518
Bleed pane 518
Transparency pane 519
JDF pane 520
Advanced pane 520
Summary pane 520
Page preview area 520
Printing color separations 521
Printing color composites 522
Exporting layouts 523
Exporting a layout in EPS format 524
Exporting a layout in PDF format 525
Tagged PDF (PDF/UA) 527
How it works 528
PDF/A Export enhancement 528
How it works 529
Creating a PostScript file 529
Exporting a layout as an image 529
Using Collect for Output 533
Working with output styles 534
App Studio output styles 535
HTML5 Publication output styles 538
Working with trapping 540
Understanding flattening and production issues 540
PDF 540
Importing a PDF File into a Picture Box 541
Reducing PDF Size 542
Faster PDF Export 542
Default PDF Style 543
Compress Stream Objects 544
 Create QuarkXPress Project from PDF(Open PDF) 545
Insert a PDF/AI file 550

Collaboration and Single-sourcing 552

Working with shared content 552
Sharing and synchronizing content 553
Understanding synchronization options 555
Placing a synchronized item 556
Placing synchronized content 556
Importing content into the shared content library 556
Working with Composition Zones 556
Understanding Composition Zones 556
Composition Zones terminology 559
Creating a Composition Zones item 560
Creating a Composition Zones item from a selection of multiple items 560
Creating a Composition Zones item from a layout 561
Creating a Composition Zones item with the Composition Zones tool 562
Placing a Composition Zones item 562
Managing multiple pages in a placed Composition Zones item 563
Editing the attributes of a Composition Zones item 563
Converting a Composition Zones item to a picture 564
Unsynchronizing a Composition Zones item 564
Editing a composition layout: Content 564
Editing the contents of a composition layout 565
Unsynchronizing a composition layout 565
Deleting a composition layout 565

Notes 566
Creating notes 566
Working with notes 567
 Opening and closing notes 567
Showing and hiding notes 567
Deleting notes 567
Converting between notes and text 567
Viewing notes by author, date, name, or color 568
Moving and resizing notes 568
Printing notes 568
Notes in PDFs 568

Redline 569
Tracking changes 569
Viewing tracked changes 569
Accepting and rejecting changes 570

Job Jackets 572

Understanding Job Jackets 572
What are Job Jackets? 573
The structure of Job Jackets 573
Resources 573
Job Tickets 574
Job Tickets and Job Ticket templates 575
Linked and embedded Job Jackets 576
Sample Job Jackets workflow 577
Working with Job Jackets 578
Basic mode and Advanced mode 579
Creating Job Jackets files 580
Creating a Job Jackets file: Basic mode (Windows only) 581
Creating a Job Jackets file: Advanced mode 583
Adding Resources to a Job Jackets file: Advanced mode 583
Working with Job Tickets 584
 Creating a Job Ticket template 584
Creating a Job Ticket template: Basic mode (Windows only) 585
Editing a Job Ticket: basic mode (Windows only) 586
Working with Resources in a Job Ticket: Basic mode (Windows only) 586
Creating a Job Ticket template: Advanced mode 588
Working with Resources in a Job Ticket: Advanced mode 589
Adding a layout definition to a Job Ticket: Advanced mode 589
Applying a Job Ticket template to a project 590
Creating a project from a Job Ticket template 590
Linking an existing project to a Job Jackets file 591
Viewing Job Ticket relationships 592
Applying a layout definition to a project 593
Exporting and importing Job Tickets 593
Exporting a Job Ticket template or Job Ticket 593
Importing a Job Ticket template or Job Ticket 594
The default Job Jackets file 594
Editing the default Job Ticket template: File menu 595
Editing the default Job Ticket template: Utilities menu 595
Editing the default Job Jackets file 595
Working with Resources: Advanced mode 596
Accessing Resources: Advanced mode 596
Configuring Resources: Advanced mode 597
Specifying the location of Resources: Advanced mode 598
Working with Layout Specifications 599
Creating a Layout Specification: Advanced mode 599
Applying a Layout Specification to a layout 600
Working with Rules and Rule Sets 602
Creating Rules: Advanced mode 603
Adding Rules to a Rule Set: Advanced mode 605
Applying a Rule Set to a layout 606
Evaluating a layout 608
Job Jackets locking 610
Printing with JDF output 612

Working with Multiple Languages 613

Applying a character language 613
Changing the program language 614

XTensions Software 615

Working with XTensions modules 615
Installing XTensions modules 615
macOS 615
Windows 616
Enabling and disabling XTensions modules 616
Working with XTensions sets (Windows only) 616
Script XTensions software 617
Box Tools submenu 617
Grid submenu 618
Images submenu 618
Picture Box submenu 618
Saving submenu 618
Special submenu 619
Stories submenu 619
Tables submenu 619
Typography submenu 620

Preferences 621
Understanding preferences 621
Nonmatching Preferences alert 621
Changes to QuarkXPress preferences 622
What’s in the preferences files 622
 Group A 622
Group B 623
Group C 624
Application preferences 624
Preferences — Application — Display 624
Preferences — Application — Color Theme 625
Preferences — Application — Key Shortcuts 625
Preferences — Application — Input Settings 627
Preferences — Application — Font Fallback 629
Preferences - Application - Font Management 630
Preferences — Application — Undo 630
Preferences — Application — Open and Save 630
Preferences — Application — XTensions Manager 631
Preferences — Application — Sharing 631
Preferences — Application — Fonts 632
Preferences — Application — Text Highlighting 632
Preferences — Application — East Asian 632
Preferences — Application — Dynamic Guides Color 633
Preferences — Application — File List 633
Preferences — Application — Default Path 633
Preferences — Application — Index 633
Preferences — Application — Job Jackets 634
Preferences — Application — Notes 635
Preferences — Application — PDF 635
Preferences — Application — Redline 635
Preferences — Application — Spell-Check 636
Preferences — Application — Tables 637
Preferences — Application — Fraction/Price 637
Project preferences 637
Preferences — Project — General 637
Layout preferences 638
Preferences — Layout — General 638
Preferences — Layout — Measurements 640
Preferences — Layout — Paragraph 640
Preferences — Layout — Character 642
Preferences — Layout — Tools 644
Windows only 644
Set and Restore Tool Preferences 644
Preferences — Layout — Guides and Grid 644
Preferences — Layout — Grid Cell Fill 645
Preferences — Layout — Color Manager 645
Preferences — Layout — Bleed 646
Preferences — Layout — Layers 646

Contacting Quark 648

In the Americas 648
Outside the Americas 648
About this Guide

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

end. Instead, use this guide to quickly look up information, find out what you
need to know, and get on with your work.

What we’re assuming about you

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

Where to go for help

If you’re new to QuarkXPress, or if you want to explore one of its other
longstanding features, consult the following resources:
● Third-party books
● General books about desktop publishing
If your issues are at the system level — saving files, moving files, activating
fonts, for example — consult the documentation resources provided with your
computer.

Conventions
Formatting conventions highlight information to help you quickly find what you
need.
● Underline type style: The names of all dialog boxes, fields, and other controls
are set in Underline type style. For example: “Click OK.”
● 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.”

A Guide to QuarkXPress 2022 | 1

● 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.

A Guide to QuarkXPress 2022 | 2

QuarkXTensions® (Quark® XTensions software) also provide a modular
approach for meeting your particular publishing needs. And if you can write
AppleScript® scripts, you can use this scripting language from Apple® to
automate many QuarkXPress activities.

Infrastructure Updates for QuarkXPress 2022

The new infrastructure Updates for QuarkXPress this year has made significant
improvements for PDF output performance on windows. The performance
increment is directly proportional to the raster content in the document layout.

A Guide to QuarkXPress 2022 | 3

The User Interface

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

A Guide to QuarkXPress 2022 | 4

Tools

The Tools palette includes the following controls:

A Guide to QuarkXPress 2022 | 5

● Use the Item tool to select, move, resize, and reshape items (boxes, lines,
text paths, and groups). When the Item tool is not selected, you can press
Command/Ctrl to temporarily access the Item tool.
● Use the Text Content tool to draw text boxes and work with text in boxes.
● Use the Text Linking tool to link text boxes. To maintain the text in their
respective boxes, hold down the Alt/Option key when using this tool.
● Use the Text Unlinking tool to unlink text boxes. To maintain the text in
their respective boxes, hold down the Alt/Option key when using this tool. To
move the box out of the text chain, with its text, hold down the Shift+Option
keys when using this tool.
● 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 Starburst tool to create a star-shaped box.
● Use the Composition Zones tool to create a Composition Zones box.
● Use the Oval Box tool to create an oval box. To create a circular box, press
and hold Shift while drawing.
● Use the Star tool to create a star shape.
● Use the Polygon tool to create a polygon shape
● Use the Rounded Rectangle tool to create a rounded corner rectangular
shape.
● Use the Diamond tool to create a diamond shape.
● Use the Triangle tool to create a triangle shape.
● Use the Wave tool to create a wave shape.
● Use the Spiral tool to create a spiral shape.
● Use the Cloud tool to create a cloud shape.
● Use the Line tool to create straight diagonal lines of any angle. To
constrain a line angle to 45 degrees, press and hold Shift while drawing.
● Use the Orthogonal Line tool to create orthogonal lines.
● Use the Bézier Pen tool to create Bézier lines and boxes. To constrain a
line angle to 45 degrees, press and hold Shift while drawing.
● Use the Add Point tool to add a point to any type of path. Adding a point to
a content box automatically turns the content box into a Bézier item.

A Guide to QuarkXPress 2022 | 6

● 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 Item Format Painter tool to copy all attributes applied to one item
and apply them to any other item.

● Use the Tables tool to create a table.

● Use the Zoom tool to enlarge or reduce the document view.
● Use the Pan tool to reposition the active layout.

● Use Flex Container tool to create flex container.

 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.

A Guide to QuarkXPress 2022 | 7

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
ShapeMaker tool M M
Composition Zones tool L B
Line tool P L
Orthogonal Line tool P L
Scissors tool
Bézier Pen tool P P
Use the Scissors tool to cut the outline of a box and turn it into a line, or to cut a
Add Point tool P P
line or text path into two.
Remove Point tool P P
The Scissors tool displays in the QuarkXPress Tools palette. To use the Scissors
Convert Point tool
tool: P P
1Scissors
Select tool
the Scissors tool P . P
Select Point atool
● When picture box isPcut, it is converted to a Bézier
P line. As a result, the
contents
Freehand Drawingof the
toolbox are
P not retained after the cutP is made.
● Format
Item When aPainter
text box is cut,
tool I it is converted to a text path.
I
Table tool a text path is cut,
● When G it is converted into two linked
G text paths.
2Zoom toolthe Select Point tool
Select Z Z point to adjust it.
and click and drag the
Pan tool X X
Starburst tool
Use the Starburst tool to quickly and easily create star-shaped boxes.
Create a star-shaped picture box using the Starburst tool in two ways.
1 Select the Starburst tool , and then click and drag.

A Guide to QuarkXPress 2022 | 8

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
● 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.

ShapeMaker tools
Use the following tools to quickly and easily create different shapes:
● Star tool
● Polygon tool
● Rounded Rectangle tool
● Diamond tool
● Triangle tool
● Wave tool
● Spiral tool
● Cloud tool

 Press the m key to toggle through the different shape tools.

You can also access the ShapeMaker tools by selecting Utilities > ShapeMaker.
See “ShapeMaker.”

Using the Star tool

To create a star shape in two ways:
1 Select the Star tool , position the crosshair pointer where you want the
star and then click and drag.
2 Select the Star tool , position the crosshair pointer where you want the star
and click once. The Create Star dialog box displays:

A Guide to QuarkXPress 2022 | 9

Enter values for the following fields:
● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrrow next to the shape preview
to select a predefined shape.

Click Create.

Default star settings

To edit the default star settings that will automatically be applied when using
this tool, double-click the Star tool. The Edit Star Settings dialog displays:

A Guide to QuarkXPress 2022 | 10

Specify the default settings that will be applied when using this tool:
● Check Secondary to add additional secondary sides/points. This allows you
to add a different angle/shape in between the sides of a Star shape
● Sides: Specify the number of sides (points) the star will have.
● Inner Radius: Specify the inner radius of each point in the star.
● Edges: Specify the shape the edges of the star will be (Flat, Concave, Convex,
Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you choose an
option other than Flat, you can indicate the curvature of the edges 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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

A Guide to QuarkXPress 2022 | 11

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Polygon tool

To create a polygon shape in two ways.:
1 Select the Polygon tool , position the crosshair pointer where you want
the polygon and then click and drag.
2 Select the Polygon tool , position the crosshair pointer where you want
the polygon and click once. The Create Polygon dialog box displays:

Enter values for the following fields:

● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

A Guide to QuarkXPress 2022 | 12

Click Create.

Default polygon settings

To edit the default polygon settings that will automatically be applied when
using this tool, double-click the Polygon tool. The Edit Polygon Settings dialog
displays:

Specify the default settings that will be applied when using this tool:
● Sides: Lets you specify how many sides the polygon has
● 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.

A Guide to QuarkXPress 2022 | 13

● 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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Rounded Rectangle tool

To create a rounded rectangle shape in two ways:
1 Select the Rounded Rectangle tool , position the crosshair pointer where
you want the star and then click and drag.
2 Select the Rounded Rectangle tool , position the crosshair pointer where
you want the rectangle and click once. The Create Rounded Rectangle dialog
box displays:

A Guide to QuarkXPress 2022 | 14

Enter values for the following fields:
● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

Click Create.

Default rounded rectangle settings

To edit the default rounded rectangle settings that will automatically be applied
when using this tool, double-click the Rounded Rectangle tool. The Edit
Rounded Rectangle Settings dialog displays:

A Guide to QuarkXPress 2022 | 15

Specify the default settings that will be applied when using this tool:
● Check Same for all to configure all four corners of the shape with a single set
of controls. To separately configure each corner of the box uncheck Same for
all.
● Use the drop-down menus 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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

A Guide to QuarkXPress 2022 | 16

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Diamond tool

To create a diamond shape in two ways:
1 Select the Diamond tool , position the crosshair pointer where you want
the diamond and then click and drag.
2 Select the Diamond tool , position the crosshair pointer where you want
the diamond and click once. The Create Diamond dialog box displays:

Enter values for the following fields:

● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

A Guide to QuarkXPress 2022 | 17

Default diamond settings
To edit the default diamond settings that will automatically be applied when
using this tool, double-click the Diamond tool. The Edit Diamond Settings dialog
displays:

Specify the default settings that will be applied when using this tool:
● Edges: Specify the shape the edges of the diamond will be (Flat, Concave,
Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you
choose an option other than Flat, you can indicate the curvature of the edges
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).

A Guide to QuarkXPress 2022 | 18

● New Random: Applies some randomness to the shape.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Triangle tool

To create a triangle shape in two ways.:
1 Select the Triangle tool , position the crosshair pointer where you want the
triangle and then click and drag.
2 Select the Triangle tool , position the crosshair pointer where you want the
triangle and click once. The Create Triangle dialog box displays:

Enter values for the following fields:

● Width
● Height

A Guide to QuarkXPress 2022 | 19

● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

Default triangle settings

To edit the default triangle settings that will automatically be applied when
using this tool, double-click the Triangle tool. The Edit Triangle Settings dialog
displays:

Specify the default settings that will be applied when using this tool:
● Edges: Specify the shape the edges of the triangle will be (Flat, Concave,
Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you

A Guide to QuarkXPress 2022 | 20

 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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Wave tool

To create a wave shape in two ways:
1 Select the Wave tool , position the crosshair pointer where you want the
wave and then click and drag.
2 Select the Wave tool , position the crosshair pointer where you want the
wave and click once. The Create Wave dialog box displays:

A Guide to QuarkXPress 2022 | 21

Enter values for the following fields:
● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

Default wave settings

To edit the default wave settings that will automatically be applied when using
this tool, double-click the Wave tool. The Edit Wave Settings dialog displays:

A Guide to QuarkXPress 2022 | 22

Specify the default settings that will be applied when using this tool:
● 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.
● Keep waves parallel: Keeps the 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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

A Guide to QuarkXPress 2022 | 23

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Spiral tool

To create a spiral shape in two ways:
1 Select the Spiral tool , position the crosshair pointer where you want the
spiral and then click and drag.
2 Select the Spiral tool , position the crosshair pointer where you want the
spiral and click once. The Create Spiral dialog box displays:

Enter values for the following fields:

● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

A Guide to QuarkXPress 2022 | 24

Default spiral settings
To edit the default spiral settings that will automatically be applied when using
this tool, double-click the Spiral tool. The Edit Spiral Settings dialog displays:

Specify the default settings that will be applied when using this tool:
● Type: Choose what type of spiral too create from the drop-down menu.
● Archimedes: an evenly spaced circular spiral.
● Golden Spiral: a spiral built with the golden ratio.
● Custom: this makes the Winds field available.
● Winds: Lets you control how many times the spiral goes around.
● Rate: Lets you control how quickly the width of the spiral increases.

A Guide to QuarkXPress 2022 | 25

● Segments: Lets you control how circular the spiral is allowing you to specify
the number of segments per wind.
● Smoothness: Lets you control how smooth the spiral is. You can get a
harder-edged shape by lowering the Segments value and decreasing the
Smoothness value.
● Clockwise and Counterclockwise: Lets you control the direction of the spiral.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

Using the Cloud tool

To create a cloud shape in two ways:
1 Select the Cloud tool , position the crosshair pointer where you want the
cloud and then click and drag.
2 Select the Cloud tool , position the crosshair pointer where you want the
cloud and click once. The Create Cloud dialog box displays:

A Guide to QuarkXPress 2022 | 26

Enter values for the following fields:
● Width
● Height
● Select Create From Center to specify that the center of the shape should be
where you placed the crosshair point.
You can apply the default attributes or click the arrow next to the shape preview
to select a predefined shape.

Default cloud settings

To edit the default cloud settings that will automatically be applied when using
this tool, double-click the Cloud tool. The Edit Cloud Settings dialog displays:

A Guide to QuarkXPress 2022 | 27

Specify the default settings that will be applied when using this tool:
● Sides: Specify the number of sides the cloud shape will have.
● Edges: Specify the shape the edges of the cloud will be (Flat, Concave,
Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you
choose an option other than Flat, you can indicate the curvature of the edges
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.
● Item: Specifies the type of box the shape should be placed into. The choices
are Text Box, Picture Box, None Box, Text Path, and Rule Path.
● Width, Height, Columns, and Gutters: Specifies the box attributes.

 To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset
button to save this customized shape to use later.

A Guide to QuarkXPress 2022 | 28

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

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

QuarkXPress menu (macOS only)

The QuarkXPress menu is a part of QuarkXPress for macOS. This menu
contains the same commands as in the application menu for other macOS
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.
● Activate QuarkXPress: Use this command to activate QuarkXPress on your
computer. Available only when QuarkXPress is running in demo mode.
● Quark Cache Cleaner: Use this command to run the Quark Cache Cleaner
when the QuarkXPress application is invoked. You will be asked to save any
open projects. If any other version of QuarkXPress is also running at that
time, you will be asked to quit those applications before running the Quark
Cache Cleaner.
● Check for Updates: Use this command to check for updates to QuarkXPress.
● Quark Update Settings: Use this command to configure automatic update
settings.

A Guide to QuarkXPress 2022 | 29

● 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.
● New Project from IDML: Use this option to open InDesign IDML files as
QuarkXPress projects.
● Open: Use this option to open project files.
● Open Recent (Mac 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 (Win)/ Close Window (Mac): Use this option to close the active project.
● Save: Use this option to save the active project.
● Save As: Use this option to save a copy of the active project.
● Save a Copy As/Downsave: Use this option to export one or more layouts in
the active project or to save a copy of the active project as a lower version of
QuarkXPress.
● 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.
● Export Picture: Use this command to export a copy of the picture contained
in the active picture box or all pictures in the project.
● 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 As: Use this option to export a layout as PDF, EPS, JPEG/PNG/TIFF,
HTML5 Publication, iOS App, Android App, ePub or Kindle.

A Guide to QuarkXPress 2022 | 30

● Collect for Output: Use this option to collect the layout/s, fonts, images,
profiles, output report, etc. into a 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.
● Select All: Selects all content in the active box or text path.
● Preferences (Windows only): Lets you modify default values and settings. For
more information, see “Preferences.”
● Lets you change the program language of the application.
● 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.
● Colors: Lets you add, edit, and delete color definitions. For more information,
see “Color, opacity, and drop shadows.”
● Style Sheets: Lets you add, edit, and delete style sheet definitions. For more
information, see “Text and typography.”
● Item Styles: Lets you add, edit, and delete item definitions that you can apply
to QuarkXPress items with the Item Styles palette (Window menu).

A Guide to QuarkXPress 2022 | 31

● Callout Styles: Lets you add, edit, and delete callout styles. For more
information, see “Boxes, lines, and tables.”
● Conditional Styles: Lets you add, edit, and delete conditional styles. For more
information, see “Text and typography.”
● Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet,
numbering, and outline styles. For more information, see “Text and
typography.”
● Footnote Styles: Lets you add, edit, and delete footnote styles. For more
information, see “Working with footnotes and endnotes”
● Text Shading Styles: Lets you add, edit, and delete text shading styles. For
more information, see “Text and typography.”
● Table Styles: Let you, edit, and delete Table Styles. For more information, see
“New Table Model with Table Styles”
● Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors,
and page links.
● Underline Styles: Lets you access and modify underline styles.
● Hanging Characters: Lets you add, edit, and delete custom hanging character
definitions. For more information, see “Text and typography.”
● 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 “Document construction.”
● 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
“Text and typography.”
● 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 “Text
and typography.”
● 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).
● 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 2022 | 32

 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: Lets you control kerning for installed fonts.
● Font Tracking Tables: Lets you control tracking for installed fonts.
● Set Tool Preferences From Selected: Lets you set the tool preferences to the
currently selected box’s attributes.
● Restore Tool Preferences To Default: Lets you restore the tool preferences
back to the defaults.
● Color Setups: Lets you access and modify setups for Source and Output
Setups.
● 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 “Output.

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

A Guide to QuarkXPress 2022 | 33

● Story Direction: Lets you specify horizontal or vertical story direction for the
selected text box.

 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.
● 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.
● Change Case: Lets you change case of selected text to uppercase, lower
case, or title case.
● Non-Breaking Attribute: Lets you apply the non-breaking attribute on the
selected text (i.e. the text will not hyphenate or wrap). To highlight all text
that has the non-breaking attribute applied to it, choose View > Highlight
Non-Breaking.
● Flip Text Horizontal: Lets you flip selected text horizontally.

A Guide to QuarkXPress 2022 | 34

● Flip Text 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 : Lets you remove all manual kerning applied
between characters.

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.
● Center Picture: Centers the selected picture in its picture box.
● Stretch Picture To Fit Box: Reduces or enlarges the selected picture
horizontally and vertically to fill the picture box; the picture aspect ratio may
not be maintained depending on the size of the picture box. This option will
be enabled only when the width and height aspect ratio of the picture is
unlocked.
● Scale Picture To Fit Box: Reduces or enlarges the selected picture
proportionately to fit its picture box such that the complete picture will be
scaled with no crop area.
● Scale Picture To Fill Box: Reduces or enlarges the selected picture
horizontally or vertically to fill its picture box. In case, the aspect ratio of the
picture and its box is not same, the picture may be cropped.
● Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the
selected picture.
● Convert to Native Objects: Convert the existing item to a native QuarkXPress
object.
● Item Styles: Lets you view and update applied item styles.
● Scale: Lets you change the scale of a picture within a picture component.
● Rotate: Lets you rotate a picture within a picture component.

A Guide to QuarkXPress 2022 | 35

● Scale Picture To Fit Box: Reduces or enlarges the selected picture
proportionately to fit its picture box such that the complete picture will be
scaled with no crop area.
● Scale Picture To Fill Box: Reduces or enlarges the selected picture
horizontally or vertically to fill its picture box. In case, the aspect ratio of the
picture and its box is not same, the picture may be cropped.
● Reset Picture: Resets the picture in the active picture component to its
default scale, skew, and rotation.
● Halftone (Windows only): Lets you apply a halftone screen pattern to a
selected grayscale picture.
● Flip Picture Horizontal: Flips the selected picture horizontally.
● Flip Picture Vertical: Flips the selected picture vertically.
● Edit: Lets you modify and apply a Clipping Path and Runaround to a selected
picture or box.
● Point/Segment Type: Lets you change the point or segment type of an item
so you can manipulate points, curve handles, and line segments.
● 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.
● Image Editing: Lets you apply picture effects to the image in the box.

Style menu for lines

The Style menu for lines includes the following commands:
● Line Style: Lets you apply a line style to a selected line.
● Arrowheads: Lets you apply an arrowhead style to a selected line.
● Width: Lets you adjust the width of a selected line.
● Color: Lets you change the color of a selected line.
● Shade: Lets you set the intensity of an applied color.
● Opacity: Lets you control the transparency of a selected line.
● 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.

A Guide to QuarkXPress 2022 | 36

Item menu
The Item menu includes commands for controlling item attributes, positions,
grouping, sharing, and more.
● Duplicate: Lets you create a copy of an item and its contents.
● 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.
● Merge Text Boxes: Lets you merge the contents of multiple text boxes into a
single text box.
● Send & Bring: 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.
● Group/Ungroup: Lets you combine two or more active items (including lines,
boxes, text paths, tables, and other groups) into a group, or performs an
Ungroup on the currently selected grouped items.
● Ungroup All: Lets you break a group into its component items.
● Export Options: Lets you specify export options for tagged PDF export.
● Space/Align: Lets you position the selected items evenly with regard to each
other or with regard to the page or spread.
● Constrain/Unconstrain: Lets you restrict an item so that it cannot move
beyond the boundaries of the item to which it is constrained, or 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 or Split Paths: Lets you merge or split selected items in a number of
ways.
● 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.

A Guide to QuarkXPress 2022 | 37

● 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).
● 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.
● 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.
● Note: Lets you insert, delete, and navigate between notes. For more
information, see “Notes.”
● Scale: Lets you set the scale settings.

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.
● Insert PDF/AI: Let you Insert PDF/AI to another document.
● 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.

A Guide to QuarkXPress 2022 | 38

● 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.
● Metadata: Lets you apply metadata to the layout for eBook and tagged PDF
export. For more information, see Digital Publishing with QuarkXPress.
● Auto Tag Layout: Lets you add page components to the Articles palette to be
able to export to Reflow ePub, and to specify reading order of items in tagged
PDFs.
● Preview HTML 5 Publication: Page, Layout, Project previews.
● 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.

A Guide to QuarkXPress 2022 | 39

Table menu
The Table menu includes commands for adding rows and columns to tables,
modifying table attributes, converting tables, and more.
● Create Table From External Source: Lets you import text content from an
Excel file along with its formatting.
● 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.

A Guide to QuarkXPress 2022 | 40

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, column block 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.

A Guide to QuarkXPress 2022 | 41

● Ruler Direction: Lets you position page rulers on the top and left or top and
right edges of the layout window.
● Hide Tab Ruler: Lets you control the appearance of Tab ruler. By default, the
Tab ruler will be displayed. It is a layout level setting. The setting will be
saved with the document.
● Invisibles: Displays editable, nonprinting characters such as spaces, tabs,
and paragraph returns in text.
● Visual Indicators: Displays indicators for non-printing elements, such as
hyperlinks and missing font highlighting.
● Highlight Content Variables: Displays highlighting for the content variables.
● Highlight Cross References: Displays highlighting for cross references.
● Highlight Non-Breaking Text: Displays highlighting for text that has the non-
breaking attribute applied.
● 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 Measurements palette, 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.
● Story Editor: Displays the active story in Story Editor view. For more
information, see “Using Story Editor view.”
● 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.
● View Sets: Lets you create and easily switch between different view options.
● Show/Hide Notes: Allows you to hide or show notes in your project.

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.

A Guide to QuarkXPress 2022 | 42

● 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. Auxiliary Dictionary and Edit Auxiliary are also part of
Check Spelling submenu.
● Check Spelling: Use the submenu to display the Check Spelling palette to
check the spelling of a word, a selection of text, a component, or an article.
The submenu also allows you to specify and edit the auxiliary dictionary for
use in spell checking.
● Word and Character Count: Use the submenu to display the Word and
Character Count for a layout, story or selection. This dialog box displays the
number of full-width characters, half-width characters, and various other
kinds of characters in the selection, active story 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.
● 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 the characters in the active
project that use a particular character language to a different character
language.
● IME Reconversion: IME Reconversion is supported in the following ways:
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.
● 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.
● Usage: Lets you view and update the usage of fonts, pictures, profiles,
Composition Zones, and Excel tables that are linked to external data sources.
● Item Styles Usage: Lets you view and update applied item styles.

A Guide to QuarkXPress 2022 | 43

● Job Jackets Manager: Displays the Job Jackets Manager dialog box.
● 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.
● Build Index: Lets you create an index from the contents of the Index palette.
● Cloner: Displays the Cloner dialog box. For more information, see “Cloner
functionality.”
● ImageGrid: Displays the ImageGrid dialog box. For more information, see
“ImageGrid functionality.”
● Linkster: Displays the Linkster dialog box. For more information, see
“Linkster functionality.”
● ShapeMaker: Displays the ShapeMaker dialog box. For more information, see
“ShapeMaker.”
● 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.
● Convert Old Underlines: Converts all underlines in the active text chain from
QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format.
● PPD Manager : Lets you control which PostScript Printer Description files
(PPDs) are loaded in the Print dialog box.
● App Build Status: Click this icon to check the build status for the iOS or
Android App you last published from QuarkXPress. You may also use the
“App Build Status” button in the Layout controls. Once complete, you may
view the downloaded builds from the App Export dialog. This icon will
change to an error icon, if the app export fails for some reason, you may then
click it to get more details.
● Proxy Settings: Lets you specify the proxy settings for connecting to the
internet, if required. These settings are used by the App Studio Publishing
palette as well as the Export as iOS App or Export as Android App dialog.
● 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 choice 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

A Guide to QuarkXPress 2022 | 44

 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.

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. Allows you to split
horizontally or vertically. You can then view different parts of the project in
each part of the window.
● Cascade (Windows only): Layers multiple open projects so just a portion of
each project’s menu bar displays.
● Tile: Tiles all open windows to fit on the screen. Contains the Tile
Horizontally and Tile Vertically sub-menus.
● 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.
● App Studio Publishing: Displays and hides the App Studio Publishing palette.
For more information, see Digital Publishing with QuarkXPress.
● Articles: Displays and hides the Articles palette. For more information, see
“Working with Reflow.”
● 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.
● Conditional Styles: Displays the Conditional Styles palette. For more
information, see “Working with conditional styles.”

A Guide to QuarkXPress 2022 | 45

● Content: Displays and hides the Content palette.
● Content Managemennt: Displays ad hides the Contet Management.
● Content Variables: Displays and hides the Content Variables palette.
● Flex Layout Blocks: Displays and hides the Flex Layout Blocks palette. For
more information, see Getting Started with Flex Layouts.
● Flex Object Browser: Displays and hides the Flex Object Browser palette. For
more information, see Getting Started with Flex Layouts.
● Flex Page Builder: Displays and hides the Flex Page Builder palette. For more
information, see Getting Started with Flex Layouts.
● Footnote Styles: Displays and hides the Footnote Styles palette. For more
information, see “Working with footnotes and endnotes.”
● Glyphs: Displays and hides the Glyphs palette.
● Gradients: Displays and hides the Gradients palette. For more information,
see “Creating Gradients.”
● 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.
● Image Editing: Displays the Image Editing palette.
● Index: Displays and hides the Index palette.
● Item Styles: Displays and hides the Item Styles palette.
● JavaScript Palette: Displays and hides the JavaScript palette.
● JavaScript Debugger Palette: Displays and hides the JavaScript Debugger
palette.
● Layers: Displays and hides the Layers palette.
● Lists: Displays and hides the Lists 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.
● Scale: Displays and hides the Scale palette. For more information, see “Scale
XTensions software.”

A Guide to QuarkXPress 2022 | 46

● Style Sheets: Displays and hides the Style Sheets palette.
● Table Styles: Displays and hides the Table Styles palette.
● Text Shading Styles: Displays and hides the Text Shading Styles 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.

Help menu
The Help menu provides access to the online help. This menu includes the
following commands:
● Documentation: Use this command to access the online product related
documentation.
● Support: Use this option to any issue.
● Tutorials: Use this option to interactive software program created as a
learning tool.
● What’s New: Use this option to explore What’s New in QuarkXPress.
● Register For Newsletter: Use this option to register for Quark Newsletter
● Convert Legacy Files: Use this option to be directed to the Quark website for
downloading the QuarkXPress Document Converter.
● Convert InDesign Files: Use this option to Convert Adobe InDesign files into
QuarkXPress Projects.
● Quark Cache Cleaner (Windows only): Use this command to run the Quark
Cache Cleaner when the QuarkXPress application is invoked. You will be
asked to save any open projects. If any other version of QuarkXPress is also
running at that time, you will be asked to quit those applications before
running the Quark Cache Cleaner.
● 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, or site license.
● Transfer QuarkXPress License (Windows only): Use this option to transfer
your license to another computer.

A Guide to QuarkXPress 2022 | 47

● 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.
● End User License Agreement (Mac only): Use this command to access the
End User License Agreement.
● Third Party License Technology (Mac only): Use this command to access the
Third Party License Technology documentation.
● Send Feedback: Use this option to manually invoke feedback form to send
your product related feedback.

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.
 Keyboard Increments allow you to use the keyboard arrow keys to
increase/decrease the values in several fields in the Measurement palette as
well as many fields in various dialogs. Using the Shift/Alt key in conjunction
with the up/down arrow keys changes the amount the value is
increased/decreased. This will work with any units that QuarkXPress is
currently set to use. Please refer to the following chart:

Arrow keys
Measuring Unit Arrow Keys Arrow keys (up/down)
(up/down) with Alt
Type (up/down) with Shift key
key
First decimal unit
Agate 1 agate 5 agates
by 1
Centimeters 1 cm 1 mm 5 cms
First decimal unit
Ciceros 1 cicero 5 cicero
by 1

A Guide to QuarkXPress 2022 | 48

 Arrow keys
Measuring Unit Arrow Keys Arrow keys (up/down)
(up/down) with Alt
Type (up/down) with Shift key
key
Degrees 10 degrees 1 degree 25 degrees
Inches .25 inch .1 inch 1 inch
Inches Decimal 1 inch decimal No change No change
Picas 1 pica 1 pica point 5 picas
Millimeters 1 mm No change 10 mm
Points 1 pt .5 pt 5 pts
Number - used
1 No change No change
for columns
Percent - used
10% 1% 25%
for color opacity
Pixels 1 pixel No change 10 pixels
Q 1Q No change 20 Qs

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.
Docked palettes contain snaps giving a unified look to the application. In the
document window, the maximize/restore (+) 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.
 Due to its width, the horizontal 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. On macOS, you can dock the vertical
Measurements palette to left and right edge of the screen.
 (Mac OS X only) You can also hide groups of docked palettes by choosing
Window > Turn Hiding On.
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.

Articles palette
The Articles palette lets you tag content for Reflow ePub and specify the reading
order of tagged items for tagged PDF export.

A Guide to QuarkXPress 2022 | 49

Advanced Image Control palette
The Advanced Image Control palette lets you control the display of imported
images. For more information, see “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.”

Callout Styles palette

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

A Guide to QuarkXPress 2022 | 50

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 “Color, opacity, and drop shadows.”

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 “Collaboration and single-sourcing.”

A Guide to QuarkXPress 2022 | 51

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 predefined content variables and allows you to create new ones of
various content variable types.
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.”

Flex Layout Blocks

The Flex Layout Blocks palette consists of ready made out of the box
responsive components or mini layouts to quickly build your web publications.

A Guide to QuarkXPress 2022 | 52

Flex Layout Blocks palette

Flex Object Browser palette

Flex Object Browser palette allows you to select and move around objects in
nested containers with ease

A Guide to QuarkXPress 2022 | 53

Flex Object Browser

Flex Page Builder palette

Flex Page Builder palette allows creation of Flex Layout quickly by its drag n
drop pre-baked components. It has more than 100 different responsive
components that you can use in your layouts.

A Guide to QuarkXPress 2022 | 54

Flex Page Builder

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.

A Guide to QuarkXPress 2022 | 55

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.”

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.

A Guide to QuarkXPress 2022 | 56

Gradients palette
The Gradients palette lets you define and apply multi-color gradients.
For more information, see “Creating gradients.”

The Gradients palette lets you define and apply gradients.

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.”

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

A Guide to QuarkXPress 2022 | 57

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 layout,
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.

Image Editing palette

The Image Editing palette lets you edit the raster image of an imported image in
QuarkXPress. For more information, see “Editing the raster image.”

A Guide to QuarkXPress 2022 | 58

The Image Editing palette.

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.”

A Guide to QuarkXPress 2022 | 59

The Item Styles palette

JavaScript palette
The JavaScript palette lets you run scripts. Some sample scripts are shipped
with QuarkXPress, and you can create more.

The JavaScript palette

JavaScript Debugger palette

The JavaScript Debugger palette lets you debug scripts. Use the Console tab to
write and test code. Many sample scripts also log messages in console to help
you understand what changes were made.

A Guide to QuarkXPress 2022 | 60

The JavaScript Debugger palette

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.”

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.

A Guide to QuarkXPress 2022 | 61

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 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.
 Keyboard Increments allow you to use the keyboard arrow keys to
increase/decrease the values in several fields in the Measurements palette.
Using the Shift/Alt key in conjunction with the up/down arrow keys changes
the amount the value is increased/decreased. See the chart in “Palettes.”
(Mac OS X only) 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+,.
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, tables and group boxes.

A Guide to QuarkXPress 2022 | 62

Home tab

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

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

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

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

Tabs tab
● Text Box tab: Contains controls allowing you to set the text attributes of the
currently selected text box. Displays differently for text boxes and text paths.

Text Box tab

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

Picture Box tab

A Guide to QuarkXPress 2022 | 63

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

Clipping tab
● Border tab: Contains controls allowing you to set the border attributes of the
currently selected box.

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

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

Space/ Align tab

● Text Shading tab: Contains controls allowing you to set the text shading
attributes of the currently selected text:

Text Shading tab

● Column Flow tab: Contains controls allowing you to set the column flow
attributes of the currently selected text:

A Guide to QuarkXPress 2022 | 64

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

Drop Shadow tab

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

Composition Zone tab

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

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

Cell tab

 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.

A Guide to QuarkXPress 2022 | 65

Vertical Measurement palette (macOS only)
You can toggle between horizontal and vertical orientations of the
Measurements palette. Use the context menu to select the desired orientation,
or click on the button to toggle between orientations.

All controls are grouped under titles that allow you to collapse and expand the
groups. With this option, you can keep the most frequently used groups open
and keep the remaining collapsed, to avoid having to scroll the palette when
working on smaller/standard screens.
You can resize the palette in vertical orientation and the groups are wrapped,
including the tab icons.

A Guide to QuarkXPress 2022 | 66

A Guide to QuarkXPress 2022 | 67
Full sized Measurement palette in vertical orientation

Re-sized Measurement palette in vertical orientation

Page Layout palette

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

A Guide to QuarkXPress 2022 | 68

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.”

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.”

A Guide to QuarkXPress 2022 | 69

The Redline palette lets you work with tracking.

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.

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

A Guide to QuarkXPress 2022 | 70

Table Styles palette
The Table Styles palette allows you to add, edit, and delete new table styles and
consists of a preset area for predefined table styles.

The Table Styles palette

Text Shading Styles palette

The Text Shading Styles palette allows you to add, edit, and delete text shading
styles.

A Guide to QuarkXPress 2022 | 71

The Text Shading Styles palette lets you create, view and apply text shading 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.

A Guide to QuarkXPress 2022 | 72

This palette group shows the Colors, Style Sheets and Text Shading Styles 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.

A Guide to QuarkXPress 2022 | 73

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.
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.

A Guide to QuarkXPress 2022 | 74

 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.
10 Preview HTML5 Publication: Click this icon to generate a preview of your
content as an HTML5 Publication. You can choose to preview the current
page, the current layout or the entire project. This allows you to preview your
content in a browser, before actually exporting or uploading to the portal.
11 App Build Status: Click this icon to check the build status for the iOS or
Android App you last published from QuarkXPress. You may also use the
“App Build Status” menu option under the Utilities menu. Once complete, you
may view the downloaded builds from the App Export dialog. This icon will
change to an error icon, if the app fails for some reason, you may then click it
to get more details.

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 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.

A Guide to QuarkXPress 2022 | 75

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.
 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

A Guide to QuarkXPress 2022 | 76

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

A Guide to QuarkXPress 2022 | 77

● View > Visual Indicators
● View > Invisibles
● View > Trim View
● View > Hide Suppressed
● View > Full Res Previews
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.

A Guide to QuarkXPress 2022 | 78

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 2022 | 79

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.

New Project dialog box for Print layout type

A Guide to QuarkXPress 2022 | 80

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
media type of the default layout, choose Print or Digital from the Layout Type
drop-down menu. You can further choose the Digital layout type, Fixed or Flex
from the drop down menu.
For more information about Digital layouts, see Digital Publishing with
QuarkXPress. For more information about Flex layouts, see Getting Started with
Flex Layouts.
 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 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.

Layout Level Bleed

QuarkXPress now allows users to specify bleed while creating a print layout.
One can choose between symmetric and asymmetric bleed; and also specify the

A Guide to QuarkXPress 2022 | 81

bleed values for the top, right, bottom, left or top, inside, bottom, outside edge,
depending on whether the layout has facing pages or not respectively. At any
given point users can customize these settings using the layout properties
dialog. Please note that for existing documents the bleed settings will default to
0.

A Guide to QuarkXPress 2022 | 82

A Guide to QuarkXPress 2022 | 83
Not only this, while authoring the document a bleed guide will be displayed and
the user can snap the items to this guide. The color of the bleed guide is also
customizable via the bleed tab under layout preferences.

A Guide to QuarkXPress 2022 | 84

Various output styles as well as output dialog have been extended to include a
setting to specify whether the user wants to use layout level bleed settings while
generating output or not. For all existing output styles, this setting will be Off by

A Guide to QuarkXPress 2022 | 85

default, and for any new output style that you create this setting will be On by
default

A Guide to QuarkXPress 2022 | 86

Creating a project from an IDML file
In QuarkXPress, the IDML Import feature offers the functionality to convert
InDesign created IDML documents into QuarkXPress projects with all its assets
like text, pictures, all items, style sheets, colors, blend modes, gradients,
anchored items and many more.
To create a project from an existing IDML file:
1. Choose New > Project from IDML

2. Select the IDML file in the file system

The following objects and attributes will be ignored and not converted:
● Underline Styles
● Digital layouts
● Tagged elements
● Track Changes
● Interactivity
● Image Advance Layers
● Callout Anchor
● Notes
● East Asian features

Convert InDesign files to QuarkXPress Projects

Open Single InDesign Files in QuarkXPress

A Guide to QuarkXPress 2022 | 87

You can open IDML files through File menu > Open Dialog in QuarkXPress and
also open INDD files through File menu > Open Dialog in QuarkXPress.
Bulk Conversion of InDesign Files to QuarkXPress Projects
You can convert your InDesign files (both IDML and INDD) seamlessly to
QuarkXPress projects. There are multiple options to automatically search
InDesign files by running a Smart Scan for Bulk conversion or you can Browse
individual files for conversion. You can also select/deselect individual files for
conversion.
How it Works?
1 The Convert InDesign files dialog will appear automatically after a fresh
QuarkXPress installation. Alternatively, users can also invoke the Convert
InDesign files dialog from the Help menu > Convert InDesign Files.

2 Convert InDesign files dialog will appear and user needs to select the option
to convert files. User needs to click on Run Smart Scan or Manually Select
files.

A Guide to QuarkXPress 2022 | 88

3 After the scan, all the INDD & IDML files will display and the user can select
all files or select only a few for conversion before clicking on Convert
Selected button.

A Guide to QuarkXPress 2022 | 89

4 After clicking on Convert Selected button, an alert ‘Some files require Adobe
InDesign to be launched. Please ensure that Adobe InDesign is not used while
this process is running’ will be displayed.

A Guide to QuarkXPress 2022 | 90

5 The results will be displayed at end of the conversion process. A user can
navigate to the destination folder by clicking on the converted QuarkXPress
files in this dialog.

A Guide to QuarkXPress 2022 | 91

Note:
● To convert InDesign (INDD) files, a copy of InDesign should be installed
on a customer machine.
Table Styles Enhancement in IDML Import
All the applied table styles and local formatting can be imported properly during
IDML Import in the QuarkXPress project.
● Properties applied through table style will be mapped in Table styles with the
same name into QuarkXPress.
● Cell style applied independently in InDesign mapped as locally.
Current Limitations/Defects

A Guide to QuarkXPress 2022 | 92

● Some continued or long table’s content might be displayed overflown.
● Some features in InDesign for Row, Stroke, Fill (Skip First, Skip Last, Alternate
Row & Column) are not mapped.

IDML integration with Bleed

In QuarkXPress 2022, there is an ability to include layout level bleed in IDML
while importing the IDML into QuarkXPress document.
This will consist of setting the bleed values and asymmetric and symmetric
bleed. If all four values are the same, it will be treated as symmetric; otherwise, it
will be treated as asymmetric.
Please note that there is no UI for this enhancement.

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 > Save a copy
As/Downsave. Enter a name in the File name field and choose a type and version
in the Save as Type and Version fields.
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.

A Guide to QuarkXPress 2022 | 93

2 Choose either Print or Digital from the Layout Type drop-down menu.

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

A Guide to QuarkXPress 2022 | 94

 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.
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 Digital 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 Digital layouts can only be used selected when
creating new Digital 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 or a Digital layout into a Print
layout, by choosing Digital or Print 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 As > PDF

A Guide to QuarkXPress 2022 | 95

● File > Export As > EPS
● File > Export As > JPEG/PNG/TIFF
● File > Export As > HTML5 Publications
● File > Export As > iOS App
● File > Export As > Android App
● File > Export As > ePub
● File > Export As > Kindle
● File > Export As > Article

 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.

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)
● Kerning settings
● Tracking settings
● Hyphenation exceptions
● Zoom values

A Guide to QuarkXPress 2022 | 96

Adaptive scaling
This section describes the Apply Adaptive Scaling option available in the
Duplicate Layout, and Layout Properties dialogs.
 This option is only available in the Layout Properties dialog for Print layouts.
This feature allows users to scale items based on a configurable set of rules, to
get an almost “ready to use” layout in the new size.
1 To apply adaptive scaling when duplicating a layout, choose Layout >
Duplicate. The Duplicate Layout dialog displays.

To apply adaptive scaling to the active Print layout, choose Layout > Layout
Properties. The Layout Properties dialog displays.

A Guide to QuarkXPress 2022 | 97

2 Check Apply Adaptive Scaling.
3 Click Options to configure the rules for scaling items on the layout. The
Adaptive Scaling dialog displays.

A Guide to QuarkXPress 2022 | 98

4 Use the dialog to configure the rules for scaling the items on the layout. The
Adaptive Scaling dialog allows you to configure rules for the page properties,
locked items, text, pictures, boxes, lines, tables, and any interactivity items
that may exist on the layout.
5 Click OK.

 It is recommended that you create a copy of your file, before using adaptive
scaling, especially if you have checked the Synchronize Box Attributes &
Content option on the Text, Picture, and None tabs of the Adaptive Scaling
dialog. This option affects the source layout, and the sharing cannot be
undone. It adds numerous items to the Contents palette.

Large Pasteboard size

In QuarkXPress 2022, individuals can increase/decrease pasteboard height
(vertical) too. In the previous versions, the pasteboard height (vertical) was fixed
at 0.5” and users could adjust (increase/decrease) pasteboard width
(horizontal) only.
Project-level UI preference is available for modifying pasteboard height and it
applies to all project layouts.
This pasteboard height preference can be defined both at the application level
(without any projects open) or at the project level (for individual projects). This
preference gets saved with a project. On opening a saved project, the
pasteboard height preference is initialized from the project.
Similarly, if the user decreases the pasteboard size in preferences, the same will
be reflected in the layout. But while reducing pasteboard size, if there is an item
beyond the current pasteboard size, then pasteboard will be decreased to the
item’s bottom edge so that no item is lost.

A Guide to QuarkXPress 2022 | 99

Large Pasteboard Preferences
Layout Bleed is also incorporated with the large pasteboard size and the bleed
values will be honoured along with the pasteboard length.
The default value for min and max is set to 0.5” and 106.5” as per the Letter size
layout. Whenever the specified pasteboard length exceeds the max spread
height, max possible height will be used (i.e., Page Height + Bleed + Pasteboard
length should not exceed 225”).
If a user downsaves the project to the previous version i.e. QuarkXPress 2020
then the pasteboard height will be adjusted to 0.5” however if there is an item on
the current pasteboard which is beyond pasteboard height of the downsaved
project i.e. 0.5”, then pasteboard will be decreased to the item’s bottom edge so
that no item is lost and user can able to drag it using the bottom edge. The
same behavior works when we decrease pasteboard height in QuarkXPress’s
current version.
Guides and spread guides retain their positions relative to the page origin or
coordinates if pasteboard height is changed (increased or decreased).

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.

A Guide to QuarkXPress 2022 | 100

Design grids are nonprinting guidelines that you can use to align items and text
according to text size and position.
For more information, see “Understanding design grids.”

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.”

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.

A Guide to QuarkXPress 2022 | 101

● 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.”

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.

A Guide to QuarkXPress 2022 | 102

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.
 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.

A Guide to QuarkXPress 2022 | 103

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. 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.

A Guide to QuarkXPress 2022 | 104

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.
● Embed or create linked images while converting to native QuarkXPress
objects.
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. Images can be either
embedded in the project or linked to the current project.

Convert an 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 2022 | 105

 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 transparent blends applied
to the source image.
5 Check Ignore Profile from Source Colors and the profile embedded with that
image in the source file will be ignored. It will be mapped to the QuarkXPress
generic profile instead.
6 Check Link Raster Images to save raster images from PDF to the disk as PDF
images. For saved projects, the linked images are saved in a folder with the
project name added with the image number appended. For unsaved projects
it will be created in the temp folder of the OS.
7 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.

A Guide to QuarkXPress 2022 | 106

 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.
 The options you select in this dialog persist and will be used if you choose to
suppress the dialog.
3 Check Ignore Soft Masks to exclude the conversion of soft masks from the
source image.
4 Check Ignore Transparent Blend Modes to ignore transparent blends applied
to the source image.
5 Check Ignore Profile from Source Colors and the profile embedded with that
image in the source file will be ignored. It will be mapped to the QuarkXPress
generic profile instead.
6 Check Link Raster Images to save and link to the converting project of the
raster images from the source PDF for saved projects. For unsaved projects
it will be created in the temp folder of the OS..
7 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 2022 | 107

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.
● 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

A Guide to QuarkXPress 2022 | 108

 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 button to edit it, or click the 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.

A Guide to QuarkXPress 2022 | 109

● 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 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

A Guide to QuarkXPress 2022 | 110

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.
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.

A Guide to QuarkXPress 2022 | 111

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 (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.

A Guide to QuarkXPress 2022 | 112

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 2022 | 113

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.

A Guide to QuarkXPress 2022 | 114

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 2022 | 115

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:

A Guide to QuarkXPress 2022 | 116

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 , click
a line segment. Alternatively, you can use the Add Point tool .
● 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 .

A Guide to QuarkXPress 2022 | 117

● 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.
● 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 Shadows
With Drop Shadows, you can apply automatic feathered drop shadows to items
and text in a layout.
To apply drop shadow effects to active items, use the Drop Shadow tab of the
Measurements palette. 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.

A Guide to QuarkXPress 2022 | 118

● 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 border.
● 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.
● Runaround Drop Shadow: Check this to include a drop shadow with the text
wrap contour specified in the Runaround tab. 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
You can use the Item Find/Change palette (Edit > Item Find/Change) 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, border style, picture scale, number of columns, and more.

A Guide to QuarkXPress 2022 | 119

 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, Border, Line, Picture, Text, and Drop Shadow.
● 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 to Acquire All Attributes or complete one
pane at a time by choosing to 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.

A Guide to QuarkXPress 2022 | 120

● 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.

Integration of Custom Border Styles with Item

Find/Change

Custom Border Styles in Item Find/Change: Now a user can find and replace the
custom border style through Item Find/Change palette.

Custom Border Styles in Item Find/Change

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,

A Guide to QuarkXPress 2022 | 121

blends, and borders. 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 , the Oval Box tool , or
the Starburst tool . 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:
To change a no-content box into a text box, press Command+E/Ctrl+E and
import a text file.
To change a no-content box into a picture box, press Command+E/Ctrl+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 tab of the
Measurements palette. Any attributes you apply to one box (borders, colors
etc.) can be copied and applied to any other existing box using the Item Form
Painter tool on the Tool palette. see “Copying attributes from one box to
another.”

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.”

To draw a Bézier box:

A Guide to QuarkXPress 2022 | 122

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“.

9-Point Reference Grid

A big benefit that QuarkXPress has always had is the ability to specify the
positioning of objects precisely by entering coordinates in the measurements
palette - allowing objects to be precisely aligned at specific locations. A feature
commonly requested by designers is the ability to define the position of page
elements using different reference points, e.g. change the reference point to the
lower right corner instead of using top left corner as default, when you do this,
the coordinates displayed in the measurements palette will adjust to be relative
to this point.
When you resize a box using width and height settings on the measurements
palette, it always grows to the right and bottom of the page. The new 9-Point
Reference Grid option in the measurements palette will allow you to change
reference point for all the nine points referred which include a center point: when
you then resize the box, it will resize relative to the selected point.

A Guide to QuarkXPress 2022 | 123

9-Point Reference Grid in the measurement palette

9-Point Reference Grid during box rotation

How it works
● On the measurements palette, you can select any of 9-reference points as
indicated.
● Once you set a Reference Point, all boxes in that particular layout will work
with respect to the selected reference point. On creating a new project, the
reference point will be reset to the ‘Top Left’.

A Guide to QuarkXPress 2022 | 124

● Previously, when you rotated any object either manually or by using a mouse,
the object rotated from the center. In QuarkXPress 2019, the box will rotate
from the selected Reference Point.

Resizing boxes
You can resize any box by modifying the size of its bounding box. A bounding
box is a non-printing, 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 or Space/Align tabs of the
Measurements palette to change the width and height, and then press
Return/Enter.

 Use keyboard increments to automatically increase/decrease the value in

this field. See “Palettes“ for more information.
 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
proportions.”

Auto Grow/Shrink Text Boxes

QuarkXPress lets the box grow or shrink automatically during text input, text
import/text copy paste/drag and drop text. This feature adds huge benefit for
the designer since they now do not have to keep dealing with the text over
matter or keep readjusting box to fit to the text length. User can set text box
width, height or both to auto.
A text box can auto-grow up to the page margin (width wise and height wise).
Auto (grow/shrink) property is only applicable for rectangular text boxes and will
be turned off in case of non-rectangular boxes, boxes having text angle or text
skew.

A Guide to QuarkXPress 2022 | 125

Auto grow values defined in measurement palette

How it works
● You can now set Width/Height of box to Auto or Fixed through
measurements palette.

Locking box and picture proportions

To lock the selected box’s proportions, display the Home 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.

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 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.
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.
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.

A Guide to QuarkXPress 2022 | 126

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.
● You can use the Box Corner Radius field in the Home or Space/Align tab of
the Measurements palette. Enter the value manually or place the cursor in
the fields and use the up/down arrow keys to automatically
increase/decrease the value. Using the Shift/Alt key in conjunction with the
up/down arrow keys changes the amount the value is increased/decreased.
See the chart in “Palettes.”
● You can reshape Bézier boxes by repositioning points, curve handles, and
line segments. For more information, see “Understanding Bézier shapes.”

Adding borders to boxes

Borders are decorative elements that can be placed around any type of box. To
access border controls for active boxes, display the Border tab of the
Measurements palette.

Use the controls in these tabs to specify a border style, width, color, and opacity.
If the border style contains gaps, you can also specify gap color and opacity.
When using the Border tab of the Measurements palette, you can choose to
apply the same border to all sides of the box, or different borders to each side.
Check Multiple Borders to apply different borders to all sides of the box. Select
the top, bottom, right, or left box frame icons to apply a border to one or more
sections of the box at a time.
Use Line Drawing Order to choose the drawing order for the borders
(Vertical/Horizontal on Top).
 You can only apply different border styles to different sides of a rectangular
text box. This feature is not available for picture boxes or text boxes of any
other shape.
You can also create your own border styles in the Dashes and Stripes dialog box
(Edit menu) and specify border 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:

A Guide to QuarkXPress 2022 | 127

● 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 tab of the Measurements palette.
The controls available 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).
You can also specify box color in an Item Style. For more about Item Styles, see
“Item Styles XTensions software“.

Applying gradients to boxes

A gradient is a gradual transition from one color to another.
To apply a gradient to the background of active boxes, see Creating gradients”.

Specifying number of columns in text boxes

To specify the number of columns in a text box,
Use the Cols field and the Gutter field in the Home tab and the Text tab of the
Measurements palette to specify how many columns the text box should have
and how wide their gutters should be.

 The Line Between option available in the Text tab allows you to specify that a
line will be drawn between columns in a multi-column text box and and its
height will be equivalent to the height of the text in the column.
 You can control how text will flow in relation to the columns. See “Controlling
column flow.”

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
from one of the boxes will be deleted.

A Guide to QuarkXPress 2022 | 128

 To merge two or more text boxes and preserve the text, see “Merging text
boxes.
QuarkXPress has new tools on measurements palette, whose icons graphically
depict the merge or split behavior, making them more intuitive for designers to
easily access and create complex shapes with the combination of two or more
shapes.

Merge and Split icons in the measurement palette

● Intersection: Keeps only the overlapping areas of the selected items. The
color of the back-most item is applied to the new single item.

● Union: Combines all the selected items into one box, keeping both the
overlapping and non-overlapping areas. The color of the back-most item is
applied to the new single item.

● Difference: Removes the overlapped areas from the back item and
deletes the front-most item from the selected items.

● Reverse Difference: Removes the overlapped areas from the front item
and deletes the back-most item from the selected items.

● Exclusive Or: Leaves all the shapes intact but cuts out overlapping areas.
It creates two bezier points at each location where any two lines originally
intersected. It is used to create a ‘see-through’ effect with overlapping items.
● 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.

● Join End Points: Two endpoints (one on each path) need to be placed on
the top (or within 6 points) of each other. Merges the two points into one
corner point.
● 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.

● Split All Paths: Separates the items from each other until every box
within a complex box has been split. If you use this command on a shape
that has a hole in it, the hole becomes solid.

A Guide to QuarkXPress 2022 | 129

Merging text boxes
To merge two or more text boxes, preserving the text:
1 Select the text boxes you want to merge.
2 Choose Item > Merge Text Boxes and choose one of the following from the
sub menu:
● Top Down - to merge the text in the boxes in the order they appear on the
layout (Left-to-Right and then Top-to-Bottom).
● Selection Order - to merge the text in the boxes in the order that you
selected the boxes.
3 The text in the boxes is merged and contained in a single box.

 The size of the resulting text box is dependant on the bounding box of the
area selected. Use Item > Fit Box to Text to size the new box to fit the text it
contains.
 This option is disabled if any of the selected boxes is a linked text box, a
locked text box or a bézier text path. Boxes with an associated callout
marker and grouped text boxes cannot be merged with any text boxes.

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.

A Guide to QuarkXPress 2022 | 130

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.

Copying attributes from one box to another

To copy all of the attributes applied to a box and apply them to a different box:
1 Select the Item Format Painter tool on the Tool palette.
2 Select the box whose attributes you want to copy to “fill” the eyedropper .

 To add other attributes to the Item Format Painter tool, hold down the Shift
key as you select the box. The following dialog displays:
Make any changes you want to the box attributes and click OK. The new
attributes are added to the Item Form Painter tool, but are not applied to the
selected box.
3 Select any other box to apply the copied attributes.
To uncheck Apply check box for all panes in the Item Font Painter tool, hold
down the Shift+ Opt/Alt as you select the box.
To uncheck all options in any pane in the Item Font Painter tool, Opt/Alt click on
the Apply check box.
To check all options in any pane in the Item Font Painter tool, Shift+ Opt/Alt click
on the Apply check box.
The Item Format Painter works across all layouts in the same project, allowing
you to copy attributes from one item to another on the same layout, or to an
item on a different layout.
 The eyedropper will retain these attributes until you select another item tool
or a blank space on the canvas, allowing you to select as many boxes as you
wish and apply these attributes over and over.
 If a box has already been selected before you select the Item Format Painter
tool , then step 3 is not necessary, as soon as you perform step 2, the
copied attributes will automatically be applied to this selected box.

Super Step and Repeat

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

A Guide to QuarkXPress 2022 | 131

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 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

A Guide to QuarkXPress 2022 | 132

 Rotate & Scale Relative To drop-down menu only when a point on a
Bezier item is selected.
2 Click OK.

ShapeMaker
With ShapeMaker, 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.)
● 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.

A Guide to QuarkXPress 2022 | 133

Waves tab of ShapeMaker dialog box
Specify the settings for the wave:
● 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.
● Keep waves parallel: Keeps the 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.
Once you have defined the attributes, you can click the Add Preset button to
save this shape.

 To revert to the default shape, click the Reset button, .

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

ShapeMaker Polygons tab

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

A Guide to QuarkXPress 2022 | 134

Polygons tab of ShapeMaker dialog box
Specify the settings for the polygon:
● Type: Choose what type of polygon go create from the drop-down menu. 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.

A Guide to QuarkXPress 2022 | 135

● 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.
Once you have defined the attributes, you can click the Add Preset button to
save this shape.

 To revert to the default shape, click the Reset button, .

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

ShapeMaker Spirals tab

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

Spirals tab of ShapeMaker dialog box

Specify the settings for the spiral:
● Type: Choose what type of spiral too create from the drop-down menu.
● Archimedes: an evenly spaced circular spiral.
● Golden Spiral: a spiral built with the golden ratio.
● 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.

A Guide to QuarkXPress 2022 | 136

● Segments: Lets you control how circular the spiral is allowing you to specify
the number of segments per wind.
● Smoothness: Lets you control how smooth the spiral is. You can get a
harder-edged shape by lowering the Segments value and decreasing the
Smoothness value.
● Clockwise and Counterclockwise: Lets you control the direction of the spiral.
Once you have defined the attributes, you can click the Add Preset button to
save this shape.

 To revert to the default shape, click the Reset button, .

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

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

Specify the settings for the rectangle:
● Check Same for all to configure all four corners of the shape with a single set
of controls. To separately configure each corner of the box uncheck Same for
all.

A Guide to QuarkXPress 2022 | 137

● Use the drop-down menus 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.
Once you have defined the attributes, you can click the Add Preset button to
save this shape.

 To revert to the default shape, click the Reset button, .

 To delete a predefined shape, hold down the Alt/Option key while selecting it
from the list.

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 from the Tools palette and move the
Crosshair pointer 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 .
Any attributes you apply to one line (size, shape, appearance etc.) can be copied
and applied to any other existing line using the Item Form Painter tool on the
Tool palette. see “Copying attributes from one line to another.”

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.

A Guide to QuarkXPress 2022 | 138

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 the Measurements palette (Home or
Space/Align tabs), line length and position will be described differently.
● 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.

A Guide to QuarkXPress 2022 | 139

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 item handle to
display the Resizing pointer. Click and drag the handle to a new location to
reduce or extend the length of the line.
● Choose either Left Point, Midpoint, or Right Point from the Line Mode drop-
down menu in the Home 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 tab of the Measurements palette
● 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.

A Guide to QuarkXPress 2022 | 140

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.

Copying attributes from one line to another

To copy all of the attributes applied to a line to a different line:
1 Select the Item Format Painter tool on the Tool palette.

2 Select the line whose attributes you want to copy to “fill” the eyedropper .

 To add other attributes to the tool, hold down the Shift key as you select the
line. The following dialog displays:

A Guide to QuarkXPress 2022 | 141

Make any changes you want to the line attributes and click OK. The new
attributes are added to the Item Form Painter tool, but are not applied to the
selected line.
3 Select any other line to apply the copied attributes.
To uncheck Apply check box for all panes in the Item Font Painter tool, hold
down the Shift+ Opt/Alt as you select the line.
To uncheck all options in any pane in the Item Font Painter tool, Opt/Alt click on
the Apply check box.
To check all options in any pane in the Item Font Painter tool, Shift+ Opt/Alt click
on the Apply check box.
The Item Format Painter works across all layouts in the same project, allowing
you to copy attributes from one item to another on the same layout, or to an
item on a different layout.
 The eyedropper will retain these attributes until you select another item tool
or a blank space on the canvas, allowing you to select as many lines as you
wish and apply these attributes over and over.
 If a line has already been selected before you select the Item Format Painter
tool , then step 3 is not necessary, as soon as you perform step 2, the
copied attributes will automatically be applied to this selected line.

A Guide to QuarkXPress 2022 | 142

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 , the Text Content tool , or the
Picture Content tool and move the Arrow pointer over an item. Click once to
select a single 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.
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:
● Entering values in the X and Y fields on the Home tab in the Measurements
palette.

 Use keyboard increments to automatically increase/decrease the value in

this field. See “Palettes“ for more information.
● 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.

A Guide to QuarkXPress 2022 | 143

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.
● To move an item one level backward in the page or layer choose Item > Send
Backward.
● To move an item one level forward in the page or layer 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

A Guide to QuarkXPress 2022 | 144

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 .

 The active fields in the Measurement palette tabs will affect the active group.
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.

A Guide to QuarkXPress 2022 | 145

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:
● 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.
● Enter a value in the field on the Measurements palette (Home and
Space/Align tabs) and press Return/Enter.

 Use keyboard increments to automatically increase/decrease the value in

this field. See “Palettes“ for more information.
To rotate a straight line, choose either Left Point, Midpoint, or Right Point from
the Mode drop-down menu (Measurements palette) to display the Angle field.

Skewing items
To skew active items within bounding boxes, enter a value in the Box Skew field
on the Home tab of the Measurement palette.
Positive values slant items to the right; negative values slant them to the left.

A Guide to QuarkXPress 2022 | 146

 Use keyboard increments to automatically increase/decrease the value in
this field. See “Palettes“ for more information.

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.

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).

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.

A Guide to QuarkXPress 2022 | 147

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:

A Guide to QuarkXPress 2022 | 148

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 2022 | 149

 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.

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.

A Guide to QuarkXPress 2022 | 150

5 Configure the callout anchor. There are two ways to configure a callout
anchor:
● 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.

A Guide to QuarkXPress 2022 | 151

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.

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

A Guide to QuarkXPress 2022 | 152

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, use the drop-down menu in the
Runaround tab of the Measurements palette.

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 Table 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.

A Guide to QuarkXPress 2022 | 153

The Table Properties dialog box
2 Specify the number of horizontal rows in the Body Rows field, and specify the
number of vertical columns in the Columns field.
3 Specify the number of header rows in the Header Rows field, and specify the
number of footer rows in the Footer Rows field.
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 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.
6 If you intend to import data from Excel, check Link to External Data. For more
information, see “Importing Excel tables.”
7 If you want the table to remain the same size if you add or delete rows, check
Maintain Geometry.
8 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

A Guide to QuarkXPress 2022 | 154

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.

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.

A Guide to QuarkXPress 2022 | 155

New Table Model with Table Styles
Formatting tables in QuarkXPress has been time-taking and required repetitive
efforts for each table you inserted in a document. The table grid formatting
options were limited to rows and columns with no option for cell level border
and shading. QuarkXPress 2019 introduces a new table model , offering brand-
new table features with an intuitive new user interface for formatting tables and
creating table styles.

Table Style palette

A Guide to QuarkXPress 2022 | 156

In Table Styles, you can now capture newly introduced styling rules for table,
row, column and cell level formatting along with text styling rules. (in previous
versions, table styles support was limited to Inline tables linked to Excel tables
only). With the new table model, you can now apply Table Styles to any table
created in QuarkXPress directly or imported from Excel source.
QuarkXPress 2019 offers table formatting presets (predefined table styles) for
various formatting options as a starting point to create custom table styles.
The table styles palette (Window->Table Styles) allows you to apply a table style
to the currently selected table, to create a new table style, to apply a preset table
style, or to edit an existing table style.
Table styles can also be edited, created or deleted using the “Edit Table Styles”
dialog (Edit->Table Styles).

Table Styles dialog

The user interface for creating or editing a table style is divided into sections
allowing you to specify table properties, row properties, column properties and
cell properties.

A Guide to QuarkXPress 2022 | 157

Edit Table Style_Border and Fill Tab

A Guide to QuarkXPress 2022 | 158

Edit Table Style_Text Tab

A Guide to QuarkXPress 2022 | 159

Edit Table Style_Picture Tab

A Guide to QuarkXPress 2022 | 160

Edit Table Style_Column Tab

A Guide to QuarkXPress 2022 | 161

Edit Table Style_ Row pane

A Guide to QuarkXPress 2022 | 162

Edit Table Style_Cell Tab
Selecting an option in the column on the left-hand side of this dialog will allow
you to specify the properties that are specific to the selected context. For
contexts where there are multiple possible options: such as columns and rows -
where you can select, for example, header row, all odd rows, all even rows, or
footer row, and specify different properties for each - a list is displayed at the
top of the dialog, allowing you to choose a more specific context.
For each selected context (table, row, column, etc.), you can set the border and
fill properties, text properties (for text cells in that context) and picture
properties (for picture cells within that context).
The new Measurements Palette UI offers much finer control over formatting
Tables at the cell level.

A Guide to QuarkXPress 2022 | 163

Table Tab_ Measurement palette

Cell Tab_ Measurement palette

Easy access to table formatting features directly from the measurements

palette
● Measurements palette to offer local formatting on Home tab
● Contextual to selection — cell, rows, columns or combination for
formatting a selection
● Set border and fill for selected cells
● Dedicated control in the measurements palette to set Grid / Frame
properties. Dedicated Table and Cell Tabs in the measurements palette, even
when you are working on the cell’s content. New User interface/experience
for Table Styles.

New Features
● Simplified Table Properties (Table Creation) dialog with new options to add
Table Header/Footer
● Support for cell level grid formatting
● Consolidation of Inline and Design (legacy) tables
● Access to a wider range of table properties through the measurements
palette
● Support for Table Header and Footer (previously, selecting header rows was
supported only when the table breaks across the pages). Now header and
footer rows can be defined for stand-alone tables as well, without applying
Table Break properties.
● Table Styles to support -
● Easy to use, flexible and comprehensive formatting rules
● An intuitive user interface to set table and column/row/cell level
bordering
● Set the percentage of column width that an anchored table will occupy
● Line drawing order for table borders

A Guide to QuarkXPress 2022 | 164

 ● The new set of formatting rules when compared with legacy table styles
● Rules specific to Column, Row and Cell level formatting
● Table Style Presets
● Presets for table border and shading styles
● Duplicate presets to create your own table styles
● Support for Text and Picture formatting in cells
● Support for Multiple Insets for text in addition to Paragraph Styles
● Picture formatting to support new fitting rules in addition to other picture
content transforms, scaling, etc.
● Import Excel tables using new Tables Styles (not supported before for legacy
table model). For information, see Importing Excel tables

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 option 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.
You can also import a table from Excel using the Create Table from External
Source under the Table menu.

A Guide to QuarkXPress 2022 | 165

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 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.

A Guide to QuarkXPress 2022 | 166

The Table Link dialog box
4 You can Browse to the location of the source document, select the
worksheet containing the table you wish to import, and select the range of
cells 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 You can select to include the text and table formatting already included in
the source document (“Options > Include Formats”), and the column widths /
row heights (“Options > Include Geometry”). You can also choose whether to
hide or show any rows or columns that are hidden in the source Worksheet.
7 You can specify how many rows of the table should be considered header
rows (“Header Rows”), whether the box will expand to fit the table (default) or
whether the table will be resized to fit the box (“Fit to Box”), and which table
style to apply.
8 You can choose to import a Table along with its style from MS Excel. Simply
select the “Table Style” drop down to be “Inherit” and import.

A Guide to QuarkXPress 2022 | 167

 9 You can also choose to apply either a preset Table style or a custom created
Table style from the “Table Style” drop down on the imported Excel data.
10 Click OK.

 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.

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 gradient). 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 .
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.

A Guide to QuarkXPress 2022 | 168

● 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.

A Guide to QuarkXPress 2022 | 169

● To link table cells to text boxes or text paths, use the Linking tool .

 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.

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.

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
Shift Shift
proportionally
Table and contents resized
Command+Shift Ctrl+Shift
proportionally
A Guide to QuarkXPress 2022 | 170
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).
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.
Continued Table Headers work better in QuarkXPress 15.1. You can apply
Continued Headers on both standalone tables, and table anchored inside text
boxes.

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.

A Guide to QuarkXPress 2022 | 171

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.”
 You can define the width of an anchored table either through Edit Table
Styles or through the Home or Table tab of the measurement palette. The
anchored width can be specified in percent or in fixed.

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.

The Table Break Properties dialog box

2 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.

A Guide to QuarkXPress 2022 | 172

3 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.”)
4 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.
5 You can specify the number of footer rows by entering a value in the Footer
Rows field.
6 Click OK. If the height 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 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.

A Guide to QuarkXPress 2022 | 173

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.

Table Break Properties dialog box for anchored table

A Guide to QuarkXPress 2022 | 174

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 define Header Rows and Footer Rows either at the time of table
creation in the Table Properties dialog or in the Table tab of measurement
palette.
 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.

Improved Integration with Master Pages

How to use it?

Tables created on Master Pages work better now. The enhancements for Table
Styles are now fully supported for Tables on Master Page as well. You can
anchor Tables inside text boxes on Master Pages, and they will work on layout
pages as well.

Use Tables as Anchors

Now, users can apply anchors on table, and they can select them as a target
while creating hyperlinks. This will also work for tables anchored in any text
boxes.
● Select any Table > Create New Anchor from It

A Guide to QuarkXPress 2022 | 175

 Selecting Anchor from Context Menu
Give a Name to the Anchor

A Guide to QuarkXPress 2022 | 176

 New Anchor Dialog
After applying anchor, the table gets highlighted and its entry will get added to
the Hyperlinks Palette.

A Guide to QuarkXPress 2022 | 177

Anchor Entry in Hyperlink Palette
Apply this Anchor as Target for Hyperlink - Now go to Window Menu > click on
Hyperlink palette. You can see the #TableAnchor available which can be
selected to be used as a Hyperlink Target.

A Guide to QuarkXPress 2022 | 178

Selecting Anchor while creating new Hyperlink
These Hyperlinks are compatible with PDF, HTML output, Fixed e-Pub and
Reflow e-Pub output formats.

A Guide to QuarkXPress 2022 | 179

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.
When you type in a text component, the text is entered at the text insertion point,
which is 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.

Preference for Defining Paste Behavior from External

Applications
The most-requested feature, QuarkXPress has come up with an application-
level Preference setting to control the pasting behavior from external

A Guide to QuarkXPress 2022 | 180

applications. You can find this option available under the Input Settings tab of
Preference dialog.
Now users can change the preference if they don’t wish to retain source
formatting while pasting content from external application.

● If the user selects Text, then only text content will be pasted and all source
formatting (including tables, hyperlinks, etc. will be lost) and it is the default
behavior.
● If the user selects With Formatting, all text content, tables, hyperlinks, etc.
supported by RTF will be retained on pasting the content.

Fit Box to Text feature

If the text you have entered does not fit in the text box, the overflow symbol
displays. Automatically adjust the box size to fit the text by choosing Fit Box to
Text from the context menu (or Item menu). The Fit Box to Text feature works on
any shape or size of text box.

A Guide to QuarkXPress 2022 | 181

 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 it.

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. Check Interpret XPress
Tags to import XPress Tags file.
● 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.
● 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 Check Interpret XPress Tags to import
XPress Tags file.
● Drag a text file from the file system onto a text component.
● Drag text from another application onto a text component.
● Drag a text file from the file system onto a picture component and press
Command/Ctrl to make the component accept the text.

A Guide to QuarkXPress 2022 | 182

● Drag text from another application onto a picture component and press
Command/Ctrl to make the component accept the text.
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 > 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.
Spring Loading of Text
The Spring Loading of text works in the same way as it does for Spring Loading
pictures and cursor. To learn how this works, refer section Picture>Working with
pictures>Spring Loading on Cursor.

Word Filter
The Word Filter allows Word documents to be imported from, or exported to,
.docx formats.
 The deprecated format .doc is not supported.
To import a Word document:
1 Choose File > Import
2 The Import dialog displays.

A Guide to QuarkXPress 2022 | 183

3 Choose Word Document (*.DOCM;*.DOCX;*.DOTM;*.DOTX)) from the Files of
type drop-down menu. Select the Word file you wish to import.
4 Specify the Word filter settings:
● Check Convert Quotes to convert any quotes in the Word document to the
format specified in Preferences (Edit > Preferences > Application > Input
Settings). (Checked by default.)
● Check Include Style Sheets to includes any style sheets that the imported
Word document contains.
● Check Include Footnotes to include any footnotes that the imported Word
document contains. (Checked by default.)
● Check Include as Static Footnotes to include any footnotes that the
imported Word document contains as plain text footnotes. If this box is
not checked the footnotes will be imported as dynamic QuarkXPress
footnotes. (Unchecked by default.)
● Check Include Tables to includes any tables that the imported Word
document contains. The tables will be imported as legacy tables, allowing
you to edit them in QuarkXPress.

A Guide to QuarkXPress 2022 | 184

 ● Check Include Hyperlinks to includes any hyperlinks that the imported
Word document contains. (Checked by default.)
● Check Include Inline Pictures to includes any inline pictures that the
imported Word document contains. (Checked by default.)

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
● Find and change 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 and attributes in Footnotes/ Endnotes. To enable
Search in Footnote, you must first select Layout.
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.
 To modify the Find/Change history count go to Edit > Preferences >
Application > Open and Save > Find/Change History. The maximum number
of instances which can be saved is 20. To turn off the find/ change history,
set the value to 0

Use the Find/Change dialog box to search for and replace text.

A Guide to QuarkXPress 2022 | 185

To search and replace based on formatting attributes, uncheck Ignore
Attributes.

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

A Guide to QuarkXPress 2022 | 186

Code Character
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
\r
(Find/Change only)
Footnote/Endnote
\o
reference marker*
Content Variable
\v
reference*

*Not applicable in conditional styles.

 *You can only search for Footnote/Endnote reference markers or Content
Variable references. You are unable to replace them.

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.

A Guide to QuarkXPress 2022 | 187

● Each Footnote/Endnote text is a different story, and thus the user cannot
select all the 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:

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.

A Guide to QuarkXPress 2022 | 188

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 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.

A Guide to QuarkXPress 2022 | 189

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
● 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.

A Guide to QuarkXPress 2022 | 190

● 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 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 2022 | 191

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:

A Guide to QuarkXPress 2022 | 192

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.
● Footnote Across Columns: Check to specify that the footnote should span
columns in a multicolumn text box. Footnotes can be formatted to span
across all columns. Footnotes for spanned column paragraphs will be listed
below along with other footnotes as spanned footnotes. Footnote Across
Columns will be checked by default for new documents created in
QuarkXPress 2018 and later versions. When opening a project created in an
earlier version of QuarkXPress, the Footnotes Across Columns option will be
unchecked by default.
● 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.

A Guide to QuarkXPress 2022 | 193

 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 flows 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.
● 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.

Export Endnotes as Hyperlinks

A QuarkXPress document can contain footnotes or endnotes or both. Footnote
text is displayed in the footnote marked area, whereas the endnotes are
displayed at the end of the document.
QuarkXPress provides an option to export endnotes in the document as
hyperlinks during PDF export.

A Guide to QuarkXPress 2022 | 194

Export Endnotes as Hyperlinks
To export endnotes as hyperlinks, invoke Export as PDF dialog > Click Options >
Go to Hyperlinks pane > Check ‘Export Endnotes as Hyperlinks’. You can define
different hyperlink appearance options for the endnotes.
Similarly, you can define the export endnotes as hyperlink settings in the PDF
Output Styles dialog.

Convert Footnotes to Endnotes (and Vice Versa)

If you want to change the footnotes and endnotes you inserted to a different
kind of note, you can convert them in QuarkXPress. Instead of changing each
one individually, this option lets you change them all at once. If you’re working
on a document with a lot of notes, this option can come in handy.
While converting the type, QuarkXPress also lets you choose the Footnote style
for formatting how your footnotes and endnotes are displayed. The scope of
conversion can be a current text selection or whole layout.
Under the Footnotes/ Endnotes sub-menu in Style menu and context menu,
click the “Convert…” button.
● Do one of the following:

A Guide to QuarkXPress 2022 | 195

 ● Choose Footnotes to Endnotes to convert footnotes to endnotes.
● Choose Endnotes to Footnotes to convert endnotes to footnotes.

● Select one of the available Endnote/Footnote styles.

● Select one of the following from the Scope dropdown:
●

● Layout: If you want to convert all the footnotes or endnotes in your

document.
● Selection: If you want to convert only the footnotes or endnotes from
your selection.
● Click Convert.

Find/Change Footnotes Enhancement

Starting with QuarkXPress 2022, users will be able to search and replace
attributes applied to text in footnotes. No new user interface option exists for
this enhancement. The existing Search in Footnotes option in Find/Change can
be used to search and replace both text and attributes in footnotes.

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

A Guide to QuarkXPress 2022 | 196

Check Spelling palette

A Guide to QuarkXPress 2022 | 197

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 check libraries have been updated for all languages.
 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, choose Utilities > Check Spelling > Auxiliary
Dictionary, enter a name, and then click New.
To add words to an auxiliary dictionary, choose Utilities > Check Spelling > Edit
Auxiliary.

A Guide to QuarkXPress 2022 | 198

 Auxiliary Dictionarys are saved in .xml format. You will still be able to open
legacy version documents and auxiliary dictionaries created in version 10 or
earlier QuarkXPress 2015 and later versions, but those dictionaries will get
converted to .xml format.
Only one auxiliary dictionary at a time can be open for use with an document. An
auxiliary dictionary remains associated with an document 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 document’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 layout, story or selection
choose an option from the Utilities > Word and Character Count submenu:
Layout or Story or Selection. The Story option will only be available if there is a
story selected.

A Guide to QuarkXPress 2022 | 199

Word and Character Count dialog box

A Guide to QuarkXPress 2022 | 200

The Word Count area displays the number of total and unique words in the story,
layout or selection.
The Character Count area displays the total number of characters and specific
language characters in the story, layout or selection.
 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.

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.

A Guide to QuarkXPress 2022 | 201

3 If you want to change the character spacing, enter a value in the
Track/Sending Amount field.
4 Click OK.

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 > Non-Breaking 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. The same character cannot be defined as Cannot Begin Line
character and Cannot End Line character.
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).

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 or Character tab of the

Measurements palette.

A Guide to QuarkXPress 2022 | 202

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.

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:
● Choose an option from the Style > Character Alignment submenu.
● Choose an option from the Char Align drop-down menu on the Paragraph tab
of the Measurements palette.
The alignment options are:

A Guide to QuarkXPress 2022 | 203

● 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 Center: 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 2022 | 204

Examples of vertical alignment

A Guide to QuarkXPress 2022 | 205

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 a font family and a font style from the Font drop-down menus in the
Home or Character tab of the Measurements palette.

● 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. Now select a font
style from the font style menu.
Your most recently used fonts display at the top of any font list. Specify the
number of recently used fonts you want to be displayed in Preferences >
Application > Fonts. To turn this feature off, specify a 0.
Font previews
(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.

Applying font styles

In QuarkXPress 2018, the font style user interface was enhanced. Now, there
was a separate font family and font style menu on both Win and Mac. The user
was able to choose the desired font styles from the font style menu. The Plain,
Bold, Italic buttons were not removed in order to retain the legacy behavior.
Furthermore, the buttons were mapped to the font styles (i.e. the buttons
indicated the font faces). On selecting a font style, its corresponding font face/
button would be selected. On clicking the button, a font style corresponding to
the font face would be selected from the font style menu.

A Guide to QuarkXPress 2022 | 206

But, many of the font families had more than a single font style which mapped
to the same font face like Bold, SemiBold, Condensed Bold, Heavy, Black font
styles which map to Bold. In such cases, if the user clicked the bold button to
apply bold styling, there was no standard mechanism to identify which of the
bold face font styles should be selected. Likewise, on clicking on the Bold button
to remove bold styling, there was no standard mechanism to identify which of
the plain face font styles should be selected. This behavior created a lot of
confusion for the users.
It was not possible to add buttons for each of the font styles as the font families
could have numerous font styles (Example: The Kepler Std font family has 168
font styles). Multiple clicks on a single button to select the desired font style
was also not a feasible solution.
In order to address these issues and to have a more predictable user interface,
the Plain, Bold and Italic buttons have been removed from the user interface in
QuarkXPress 2019 - version 15.0.1. Now, the user has to change the font style
from the font style menu. In order to retain the legacy behavior for the users who
applied font style through key commands, the key commands to apply
bold/italics have been retained.
In previous versions of QuarkXPress, the key commands to apply bold and
italics would work even if the applied font family did not have a font style with
an intrinsic bold or italic font face. In such cases, faux bold or faux italics would
get applied on the text. The application of faux bold/italic is not considered
preferable for designing.
In QuarkXPress 2019, version 15.0.1, the font styling behavior has been
changed. On pressing the key command to apply bold/italic style, if the font
family has a font style corresponding to that font face, then the font style will be
selected, otherwise, the key command will be ignored.
If the key command to bold/italic style is being ignored/is not working, kindly
check if the applied font family has a font style corresponding to that font face
(bold/italic).
In previous versions of QuarkXPress, in case of small font families that only had
a Regular, Bold, Italic, Bold Italic, it was easy to use a key command to apply
bold/italics. In case of large font families which have many sub font families like
Light, Light Italic; Medium, Medium Italic; Condensed, Condensed Bold,
Condensed Italic, Condensed Bold Italic; Regular, Bold, Italic, Bold Italic, it was
not easy to use key command to apply bold/italic as the application was not
aware of which bold/italic style to choose. In addition to that, if a bold/italic
style was not available in a sub font family, the shortcut would select a
bold/italic style of another sub font family (from within the large font family).
Hence, if the Condensed Bold font style was not available, the shortcut would
select the Bold font style. This was not a correct behavior since applying a
bold/italic font style of a sub family would alter the current font-weight/width.

A Guide to QuarkXPress 2022 | 207

In QuarkXPress 2019, version 15.0.1, the font styling behavior has been changed
with respect to key commands. In large font families, while applying bold/italic
styling through key command, it will only search for the bold/italic style from
within the current sub font family. If the sub font family has a font style
corresponding to that font face, then the font style will be selected, otherwise,
the key command will be ignored. The key command will no longer select a
bold/italic font style outside the current sub font family.
It is recommended that the user should use the font style pop-menu to select
the desired font styles.
Handling faux styles in QuarkXPress
● In case faux styling is applied on the text, it will be displayed as [Faux Bold],
[Faux Italic], [Faux Bold Italic] in the user interface.

Faux Styles

● While opening a previous version document in QuarkXPress 2019, in case

faux styling is applied on the text, then faux style string will be displayed in
the font style field.
● While importing a text file having faux styling applied, then faux style string
will be displayed in the font style.
● While changing a font family in the font menus (measurement palette, Style
sheet, Rubi dialog, Usage Font Replacement dialog), if the current font has a
bold/ italics/bold italics font style applied, but the same is not available in
new font family being applied, then an appropriate faux style string will be
applied.
● Faux style string is dynamically populated in the font style pop up. It is only
available in the font style pop up menu.
● Faux style string is not available font family sub-menu. If a faux style is
applied, then all the font styles in the font family sub menu will display as
unchecked.
● If the faux styling is applied as local formatting, it is preserved on updating
the style sheet.

A Guide to QuarkXPress 2022 | 208

● If the user changes the applied font style in case of faux style, then the faux
style will not available in the font style pop up to the user. But, if you undo
the style change action, the faux style will be reverted.
● Faux styling applied on the text is preserved on copy-pasting and drag-drop
text/text boxes within the same project and across projects; on appending
layout and on appending style sheet having the faux style applied.
● Similar to the behavior in previous versions, an alert will be displayed on
flattened output if transparency is applied to the text with faux styling.
● Faux styling is preserved on enabling any other font family or font style other
than the current applicable font style. The faux style will be removed if the
actual font style is enabled thereafter.
In case, you wish to change the default faux style settings and apply faux styles,
kindly quit the application, go to QuarkXPress application folder on Windows;
while on Mac, you need to go to Mac HD/ Users/<current
user>/Library/Application Support/Quark/QuarkXPress 2020 > Go to
Settings.xml file and edit it.
<FontStyleSettings AllowFauxStyles="false">
</FontStyleSettings>
Change the value of ‘AllowFauxStyles‘ from ‘false’ to ‘true’, then save the file.
Now, relaunch the application.
Font styles in Usage dialog
The display of font styling information the Usage dialog has also been changed
in QuarkXPress 2019, version 15.0.1. The font face displayed in angular
brackets has been removed if font is available on the system.
Now, only the font name is displayed in Usage dialog > Fonts tab if the font is
available on the system.
Example:
Myriad Pro Regular
Myriad Pro Bold
Myriad Pro Italic
Myriad Pro Bold Italic
In the case of missing fonts, the font face is displayed in angular brackets along
with the missing font name.
Example:
Georgia Pro Italic displays as (-5, Georgia Pro) <<Italic>>

A Guide to QuarkXPress 2022 | 209

Avenir LT Std Heavy displays as (-3, Avenir LT Std 65 Medium) <<Bold>>
In case, faux bold/italic styling is applied on the font, the faux bold/italic string
is displayed alongside the font name within square parenthesis. Also, a faux
warning icon is displayed on the left of the font name.

Font Management in QuarkXPress

QuarkXPress 2020 provides a new Font management capability to activate or
deactivate fonts from any location — from any file system or network —
temporarily or permanently. It allows the users to manage their fonts effectively
and at the same time removes the dependencies to any other third party
XTensions or utilities.

Why Do You Need to Manage Your Fonts?

Your fonts are your tools; you need to know where they are, and how and when
to use them. If you have a large collection of fonts, effective font management is
essential.
Problems with mismanaged fonts:
● Installing your fonts in the system, font menus in your applications is
difficult to navigate.
● Different projects might use different versions of the same font.
● Installing new applications can make unexpected changes to your fonts.
● Replacing damaged or missing fonts and sorting out duplicate fonts wastes
production time.

Font Management in QuarkXPress is classified into 3 sub-categories:

1. Document Font Loading:
● Temporarily activates fonts for a project from a Document Fonts folder and
its sub-folders if it is placed in the same location as the project.
● Activate fonts from the Document Fonts folder if the folder name is ‘Fonts’ or
its corresponding localized names only.
● Fonts available in the Document Fonts folder will not be treated as missing
fonts if fonts can be read.
● Document Fonts will be displayed as a separate group in the font menu.
● Document fonts have the highest priority, followed by Application Fonts and
then System fonts which have the last priority during font enumeration. If the
same font family is available in more than one font location: Document fonts,
Application fonts, System fonts; then only those font styles available in the

A Guide to QuarkXPress 2022 | 210

 font folder having the highest priority among them will get enumerated even
if the number of font styles in these folders differ.
● If the Document Fonts folder contains the same font but in different font
formats, then the fonts of a single format will be enumerated and the priority
defined for the font formats is in the order - OTF, TTC, TTF, Type1, CID,
Bitmap.
● If the Document Fonts folder contains a font family having font styles but of
different font formats, then the font styles of a single format will be
enumerated and the priority defined for the font formats is in the order - OTF,
TTC, TTF, Type1, CID, Bitmap.
● In Usage dialog, the fonts used in the project will display the correct font
path.
● On closing a project, the Document Fonts for that project will get
deactivated.
● Document Fonts of one project will not be available for any other new or
existing project unless the existing project is placed alongside the open
project in the same folder/path.
● If more than one project with Document Fonts is opened concurrently, then
the Document Fonts of the project in focus will be activated.
● If you copy-paste or drag-n-drop text or text boxes, or thumbnail drag page
from a project opened with Document Fonts to a new project, then the
Document Fonts of the source project will appear missing in the destination
project unless the same fonts are installed in application fonts or in system
fonts.
● All other functionalities related to Fonts work as earlier.

A Guide to QuarkXPress 2022 | 211

Document Fonts

2. Resolving Missing Fonts from user-specified location:

● Under Preferences dialog, there is a new pane at the application level for
Font Management.
● You can add/remove one or more font folders to search and replace missing
fonts.
● You can choose to automatically activate missing fonts from the user-
defined font folders while opening a project file/importing a Word
file/importing an Excel file/opening an IDML file, or converting to native
objects.

A Guide to QuarkXPress 2022 | 212

Resolving Missing Fonts from User-specified Location
● If you choose not to automatically activate the missing fonts, then there is a
‘Search in Folders’ option in Missing Fonts dialog to manually activate the
missing fonts from the user-defined font folders.

Search in Folders option in Missing Fonts dialog

● In case you did not activate the missing fonts and chose to proceed ahead,
you still have a ‘Search in Folders’ option in the Usage dialog to manually
activate the missing fonts from the user-defined font folders.

A Guide to QuarkXPress 2022 | 213

● You can select one or more missing fonts to resolve from Missing font
folders specified in Preferences.

Search in Folders option in Usage Dialog

● The missing fonts will be only activated temporarily for the current project.
● On closing a project, the replacement fonts for that project will get
deactivated.
3. Auto-Activation of fonts at the application level:
● An application font folder is now available by default at the below-mentioned
locations:
Mac:
● Root level: Fonts will be available for all users: (/Library/Application
Support/Quark/Fonts);
● User level: Fonts will be available for a specific user: (~/Library/Application
Support/Quark/Fonts)
Windows:
● Root level: Fonts will be available for all users: (ProgramData > Quark >
Fonts);
● User level: Fonts will be available for specific user: (Users/<current
user>/AppData/Local/Quark/Fonts);
● Users can install or copy/paste fonts in either or both application font
folders. While one folder allows you to install fonts to be available for all
users, the other folder allows you to install fonts to be available for a specific
user.

A Guide to QuarkXPress 2022 | 214

● Among the Application font folders, Application fonts at the Root level have
the highest priority, followed by Application Fonts at the User level and then
the Application Fonts packaged with the Digital Publishing- Flex Templates
which have the last priority during font enumeration. If the same font family
is available in more than one application font folders: Root-level, User level,
Digital Publishing- Flex Templates; then the font styles available in the font
folder having the highest priority among them will get enumerated even if the
number of font styles in these folders differ.
● If the application fonts folder contains the same font but in different font
formats, then the fonts of a single format will be enumerated and the priority
defined for the font formats is in the order - OTF, TTC, TTF, Type1, CID,
Bitmap.
● If the application fonts folder contains a font family having font styles but of
different font formats, then the font styles of a single format will be
enumerated and the priority defined for the font formats is in the order - OTF,
TTC, TTF, Type1, CID, Bitmap.
● Fonts installed in the application fonts folder will be available for
QuarkXPress 2020 and future QuarkXPress releases only.
● Fonts installed in the application fonts folder will not be available for any
other application other than QuarkXPress.
● Fonts installed in the application fonts folder will be automatically activated
on launching the QuarkXPress application and will be available for all new
and existing projects.
● On removing fonts from the application fonts folder, those fonts will be
deactivated.
● In Usage dialog, the fonts used in the project will display the correct font
path.

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 a size from the size menu in the Home or Character tab of the
Measurements palette
● 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 the ticker controls with or without Shift or Alt/Opt modifier to modify the
size
● Use the keyboard commands.

A Guide to QuarkXPress 2022 | 215

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.
● Choose a type style from the Text Styles drop-down menu in the
Measurements palette.
You can remove applied type styles using ‘Remove All Styles’ option in the Text
styles pop up menu in the measurement palette or using the ‘Reset Type styles’
button in the Character Style Sheet dialog.

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 or Character tab of
the Measurements palette.
● Use the color, shade, and opacity controls in the Measurements palette.

Applying horizontal or vertical scale

To apply horizontal or vertical scaling to selected text, do one of the following
things:
● Choose Scale Text Horizontally or Scale Text Vertically from the Character
tab of the Measurements palette, and enter a value in the field.
● Use the ticker controls with or without Shift or Alt/ Opt modifier to modify the
scale value.
● Use the keyboard commands. 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.

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:

A Guide to QuarkXPress 2022 | 216

● Enter a value in the Baseline field of the Character tab of the Measurements
palette.
● Use the ticker controls with or without Shift or Alt/ Opt modifier to modify the
baseline shift value.
● Use the keyboard commands.

Applying emphasis value

To apply an emphasis mark to a character, select the character, click the
Emphasis Mark drop down in the Text Styles menu on the Home or Character
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.

Applying text stroke

QuarkXPress allows you to draw an outline (or stroke) around individual text
characters.

You can define the color, width and type of join of your strokes. You can define a
text stroke as part of a character or paragraph style sheet.
To apply a text stroke to selected text, do one of the following things:
● Use a character style sheet.
● To apply a text stroke to entire paragraphs, use a paragraph style sheet, and
choose (or define) a character style sheet that defines a text stroke from the
Character Style drop down menu on the General tab.
● Use the Character tab of the Measurements palette.

Define the following:

● Stroke - Choose a color from the drop-down menu. Choose to display
the Edit Color dialog to define a new color for the text stroke.
● Choose a % using the slider to apply the shade of the selected color.

A Guide to QuarkXPress 2022 | 217

● Width - Define the desired width of the stroke as an absolute value (up to
500 pt). You can also define the width as a percentage of the text. The width
of the stroke will then be dependent on the font size and increase/decrease
proportionally if you change the font size. A percentage value must be
between 0 and 50%.
● Join - Select the type of join to specify the appearance of the stroke at
corner points that extend beyond the end points of the text.
● Miter Join : Creates a pointed corner which extends beyond the
endpoint when the miter’s length is within the miter limit. The Miter Limit
field will only be available for a Miter Join. The value of the Miter Limit
field can be 1 to 255.
● Round Join : Creates rounded corners which extend half the stroke
width beyond the endpoint.
● Bevel Join : Creates squared corners which abut the endpoints.
● Miter Limit - For a Miter Join, choose the Miter Limit from the drop-down
menu.
● Check No Fill to change the color of the text to no color. This selection is only
available if the width of the text stroke is > 0.

Stroke support for Indic

Till now, in QuarkXPress on applying text stroking feature, first fill is applied and
then stroke is drawn. This text stroking behavior works fine with most of the
languages which only contain characters. But, in case of languages like Indic
languages, the default stroke behavior is unusable, since it breaks within the
syllables and the middle joint outlines are also visible.
For solving this issue, new stroke drawing order options (Front, Behind) are
introduced in QuarkXPress 2021.
Now, the default stroke order will be “Front” which will act as current text
stroking behavior. If it is changed to “Behind” then the first stroke will be drawn
and then fill will be applied. The “Behind” drawing order option will hide the
breaks within the syllables.
There is an option available in Settings.xml file to hide the Stroke Order control
in the UI.
<!--TextStrokeDrawingOrderUISetting StrokeDrawingOrderUI ="False" to disable
strokeorder UI, StrokeDrawingOrderUI ="True" -->

A Guide to QuarkXPress 2022 | 218

<!-- to enable strokeorder UI, by default StrokeDrawingOrderUI ="True" -->
<TextStrokeDrawingOrderUISetting
StrokeDrawingOrderUI="True"></TextStrokeDrawingOrderUISetting>
Settings.xml will be available by default with QuarkXPress, and it should be
placed at-
Mac-~/Library/Application Support/Quark/QuarkXPress 2021/Settings.xml
Windows- <Installed Drive>:\Program Files\Quark\QuarkXPress
2021\Settings.xml
Text with ‘Behind’ stroke drawing order should render as normal text without
any reflow, and the width/height glyph should be the same as the “Front” stroke
drawing.
Opacity or other text attributes for the stroked text should be applied similarly to
normal text. Stroke drawing order applies to all text languages. Stroke drawing
order should be reset to Front on the down saving project.
Drawing order option in measurement palette -

Drawing order option in Horizontal Measurement Palette

You can also access Stroke drawing in vertical measurement palette -

A Guide to QuarkXPress 2022 | 219

Drawing order option in Vertical Measurement Palette

Drawing order option in Character Style sheet dialog

Controlling half-width characters

To keep half-width characters (such as Roman characters) horizontal in a
vertical story, check the Keep Half-Width Characters Upright box on the
Character tab of the Measurements palette.

A Guide to QuarkXPress 2022 | 220

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 family for each type of the character group.
● Style: Specify a font style for selected font family for each type of the
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.
To append a font set to a project, use the Append button in the Font Sets dialog
box (Edit > Font Sets).

Applying multiple character attributes

You can view and edit all character attributes at one time using the Character
tab of the Measurements palette.
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.

A Guide to QuarkXPress 2022 | 221

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.

Use the Character tab of the Measurements palette 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 tab of the Measurements
palette.
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 seven paragraph alignments: Left, Centered, Right,
Justified, Forced, Towards Spine and Away From Spine. 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 tab or the Paragraph tab of the
Measurements palette.
● Use the keyboard commands.
For facing pages documents, there was no easy way to set the text alignments
to follow the spine - requiring that different paragraph styles were defined for
recto and verso pages and many users requested for an option in paragraph
style to let text align towards the spine or away from the spine. QuarkXPress
2019 introduces these options as part of paragraph alignment enhancement.

A Guide to QuarkXPress 2022 | 222

How it works?
You will find the following new text alignment settings in the paragraph style
sheet and measurements palette:
● Towards Spine
● Away From Spine
Text alignment changes in case of Towards Spine and Away from Spine are
visible in case of a facing page layout.

Towards Spine alignment

A Guide to QuarkXPress 2022 | 223

Away From Spine

A Guide to QuarkXPress 2022 | 224

Paragraph Alignment options
In the case of Facing Pages, there is a spine:
● Towards Spine alignment: Irrespective of the number of pages in the spread,
the text on all the Left side pages will align to the right side (i.e. towards the
spine); the text on all the Right side pages will align to the left side (i.e.
towards the spine).
● Away from Spine alignment: Irrespective of the number of pages in the
spread, the text on all the Left side pages will align to the left side (i.e. away

A Guide to QuarkXPress 2022 | 225

 from the spine); the text on all the Right side pages will align to the right side
(i.e. away from the spine).
In case of Non-Facing Pages, there is no spine:
● Towards Spine alignment: Irrespective of the number of pages in the spread,
the text will align to the left side.
● Away from Spine alignment: Irrespective of the number of pages in the
spread, the text will align to the right side.

Controlling indentation
You can specify indents for selected paragraphs in the following ways:
● Use the Style > Alignment submenu
● Use the Paragraph 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. First Line indent can be
specified in terms of absolute value or in terms of Em %
● 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 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 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 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.

A Guide to QuarkXPress 2022 | 226

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 four 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.
● Proportional leading allows you to set the leading in terms of a percentage,
dependent upon the font size. Each paragraph can then have a different
leading depending on the largest font size in the paragraph. For example, if
you specify a proportional leading value of 50% and the font size of the
tallest character in the paragraph is 36 pt., all baselines will be spaced 54
points apart (36 plus 50% of 36). Using proportional leading can solve
problems that can appear with text that contains inline graphics, inline boxes
and inline tables. The boundary value limit for proportional leading is -100%
to 5000%

 When importing Word documents, the text is automatically mapped using

proportional leading.
● Incremental 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 or 0pt in the Leading field.
To set the alignment of selected paragraphs, do one of the following things:
● Use the Leading controls in the Home or Paragraph tab of the Measurements
palette.

 Use keyboard increments to automatically increase/decrease the value in

this field. See “Palettes” for more information.
● Use the ticker controls with or without Shift or Alt/Opt modifier to modify the
leading.
● Use the keyboard commands.

A Guide to QuarkXPress 2022 | 227

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, use the Space Before
Paragraph and Space After Paragraph controls in the Paragraph tab of the
Measurements palette.

Controlling space between paragraphs using same style

Many users had been requesting for an option to define the Space between
consecutive paragraphs having the same paragraph style sheet applied. Prior to
QuarkXPress 2019, whenever user defined the Space Before and Space After in a
paragraph style sheet and the same style sheet was applied on consecutive
paragraphs, then both the spacing would get applied on the consecutive
paragraphs. In such cases, if the user wanted to ignore the spacing between
consecutive paragraphs, he had to locally select the paragraphs and edit the
spacing values.
QuarkXPress 2019 includes a new Space Between option to help define the
Space between consecutive paragraphs having the same paragraph style sheet
applied; using this option you can ignore the spacing or define a custom
spacing value for such paragraphs. This feature particularly applicable when
creating Table of Contents and bulleted/numbered lists.

A Guide to QuarkXPress 2022 | 228

Space Between set to ‘Ignore’

Space Between set ‘0’

A Guide to QuarkXPress 2022 | 229

How it works?
● You can now ignore or apply different spacing between consecutive
paragraphs having the same style applied. You may want to apply this when
you have applied space before or space after or both on multiple paragraphs
and want to ignore or customize the spacing between consecutive
paragraphs.
● To apply Space Before/Space After on consecutive paragraphs having the
same style sheet: Select ‘Ignore’ value in Space Between
● To ignore the spacing between consecutive paragraphs having the same
style sheet: Set value to 0 in Space Between
● To reduce the spacing between consecutive paragraphs having the same
style sheet: Define any custom value in Space Between

 Space Between attribute can be imported from Microsoft Word files, RTF
files, XPress Tags files and can also be exported from QuarkXPress to any of
these formats.

Controlling column flow

The Column Flow controls let you specify how text flows in relation to columns.
To set the column flow in selected paragraphs:
1 Use the Column Flow tab of the Measurements palette.

2 Define the following fields to specify the column flow:

 (A column block is any span/split column paragraphs that have similar

column flow attributes applied.)
● Flow Order - Select Continuous (the default flow order) to leave the
selected paragraph in its original column or Restart to move the
paragraph to the start of the column block. The Restart option can be
selected either independently or along with the Span Columns option.
When choosing Restart, the text in the paragraphs before the selected
paragraph will be re-balanced among the columns.
● Select Span/Split Columns to specify that you want to change the way
the paragraph flows:
● Type - select Span Columns to have the paragraph span across
columns or Split Columns to have the paragraph split between 2 or
more columns.

A Guide to QuarkXPress 2022 | 230

 You can use the Split Columns option to achieve a multi-column effect on
selected paragraphs in a single-column box.
● Columns - select the number of columns you want the paragraph to
span, or be split into. For Span Columns you can choose All or a
number from 2 to 30. (All refers to any number of columns in the text
box which are 30 or above.) For Split Columns the value must be a
number from 2 to 30.
● Space Before - set the space before the selected paragraphs.
● Space After - set the space after the selected paragraphs.

 Spacing between column blocks: If a column block has multiple paragraphs,

then Space Before will be taken from first paragraphs and similarly Space
After would be taken from the last paragraph of the block.
 If Space Before and/or Space After attributes are specified in both the
Paragraph tab and the Column Flow tab of the Measurements palette, the
larger value will be applied, they will not be added.
 Between two column blocks (span/span; span/ split; split/ split; split/ span),
the Space Before and/or Space After values applied in Paragraph tab will be
applied.
● Gutter Width - set the gutter width for split columns.
● Select Line Between to apply a separator line between columns, and use
the drop-down menus for Style, Width, Color, Shade and Opacity to
specify the appearance of the separator.

 This option is only available for Split Columns.

Column flow examples

The following images illustrate some possible outcomes that can be achieved
with column flow.

A Guide to QuarkXPress 2022 | 231

A Guide to QuarkXPress 2022 | 232
A Guide to QuarkXPress 2022 | 233
A Guide to QuarkXPress 2022 | 234
Keep option for Column Flow
● Keep paragraphs of different column spans together using Keep Lines
Together and Keep with Next attributes.
● This feature will work with new documents created in QuarkXPress 2020 and
later i.e. having text version as 16.0 and higher (there will no change while
opening or working with legacy documents).
● You need to force the new text flow for legacy documents (Alt+Open) to use
this feature.

Keep Option for Column Flow

Setting tabs
You can choose from six kinds of tab stops:
● Left aligns text flush left on the tab stop.

A Guide to QuarkXPress 2022 | 235

● 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.

A Guide to QuarkXPress 2022 | 236

Tabs dialog

To define a tab stop:

● Select a Tab stop and drag the tab stop over the tab ruler or type tab stop
position in the Position field.
● Define Tab leaders using the Fill Character field if required.
● Click Set to set up the tab stop.
● Use Clear All to clear all the tab stops.

 If you do not set custom tabs, the application sets default left-aligned tabs
every half-inch.
To apply tabs to selected paragraphs: 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.
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, use the Paragraph tab of the Measurements palette.

A Guide to QuarkXPress 2022 | 237

Break options in Paragraph Style
If you’re working on automation workflows or Books (Digital Publishing with
long documents), you may need to specify the beginning of paragraphs on any
article (odd-even page or new page).
This long demanded feature is now available in QuarkXPress 2021.
Now, in the paragraph style sheet, there is an option to define the Break option
which is called the Start Paragraph.

Go to Window Menu > Style Sheet. Click on

Start Paragraph Options in Edit Paragraph Style sheet Dialog

Default value of this option will always be “Anywhere” which means to continue
the existing text flow without any change.
Page break: There are 3 options in it,
● On Next Page – This option will move the paragraph to the start of the next
page. If it is already available at the beginning of a page then there will be no
change.
● On Next Odd Page – By selecting this option, the paragraph will move in the
start of the next odd page and if it’s already at the start of an odd page then
there will be no change.
● On Next Even Page – This will move the paragraph to the start of the next
even page. There will be no change if your paragraph is already at the start of
an even page.

A Guide to QuarkXPress 2022 | 238

Please note that the next odd or even page will be calculated based on the
section page number.
Column Break:
● In Next Column – This works similar to the current “COLUMN BREAK” where
the paragraph moves to the next column else overflow if the next column is
not available.
Box Break:
● In Next Box — This works similar to the current “BOX BREAK” where the
paragraph moves to the next available box else overflow if the next box is not
available.
A few more points to note:
● The “Start Paragraph” attributes are saved with the document like other style
attributes.
● In case of down-save to the earlier version, the Start Paragraph attribute will
reset to “Anywhere”.
● If opening any legacy document, the Start Paragraph value will be
“Anywhere”.
● Start paragraph break option will be ignored for Footnotes and Endnotes.
● Keep attribute options will be overridden by paragraph break options
For applying it locally, similar options are open in the measurement palette.

Start Paragraph option in Horizontal Measurement Palette

A Guide to QuarkXPress 2022 | 239

Start Paragraph option in Vertical Measurement Palette

Working with text shading

Use borders to clearly describe your shaded text through page breaks. If the
paragraph breaks, you can now ensure that your shaded text displays the
bottom borderline for the first page and the top borderline for the next page.
With the ‘Text Shading Style,’ you can define your borders. Using page-break
boundaries clearly identify your shaded text. If the paragraph breaks, you can
now ensure that your shaded text displays the bottom borderline on the first
page and the top borderline on the next page.

Creating and editing text shading styles

A text shading style is a named collection of text shading attributes. You can
apply the attributes of a text shading style’s to text by simply applying the style
to the text.
To create a new text shading style or edit an existing one:
● Open the Text Shading Styles dialog, (Edit > Text Shading Styles).

A Guide to QuarkXPress 2022 | 240

● Choose an existing text shading style from the list and click Edit to edit it, or
click New to add a new text shading style.
 Alternatively, you can use the Text Shading Styles (Window > Text Shading
Styles) palette to create and edit text shading styles.
The Edit Text Shading Style dialog displays.

A Guide to QuarkXPress 2022 | 241

● Enter a name for this text shading style in the Name field, or the application
will use a default “New Text Shading Style” name.
● Define the attributes in the Shade tab:
● Color: Choose a color for the text shading from the drop-down menu.
Choose New from the menu to create a new color for the shading.
● Shade: Enter or use the slider control to specify the shade of the color in
terms of a percentage.
● Opacity: Enter or use the slider control to specify the opacity value of the
color from 0% (transparent) to 100% (opaque).
● Length: Choose one of the following options from the drop-down: Indents
(text shading will be applied to the entire line between the defined
indents), Text (text shading will be applied only the length of the text in
each line), or Column (shading will be applied to the entire length of the
box).
● Check Clip To Box to confine the text shading to the bounding box.
● In the Offsets section, specify the Left, Right, Top, and Bottom offsets.

Define Borders With ‘Text Shading Style’

A Guide to QuarkXPress 2022 | 242

Clearly define your shaded text with borders across page-breaks. Now you can
make sure your shaded text shows the bottom borderline for the first page and
top borderline for the next page if the paragraph breaks.
Define the attributes in the Border tab:

● Width: Specify the width of the frame .

● Style: Choose a frame style from the drop-down menu.
● Color: Choose a color for the frame from the drop-down menu. Choose
New from the menu to create a new color for the frame.
● Shade: Enter or use the slider control to define the shade percentage.
● Opacity: Enter or use the control to specify an opacity value from 0%
(transparent) to 100% (opaque).

A Guide to QuarkXPress 2022 | 243

 ● In the Offsets section, specify the Left, Right, Top, and Bottom offsets.
● Display Border on Continued Paragraph: It is applicable for both
continued paragraphs breaking across pages/ columns and for
continuous paragraphs having same border-shading attributes where
first ends in first column/page and the other starts with next
column/page, then border shade text shows the bottom borderline for the
first column/page and top borderline for the next column/page if the
paragraph breaks.
● Specify whether or not you want the frame to appear on the top, bottom,
left and right of the selected text by clicking the buttons in the preview
section.

Example of Display Border on Continued Paragraph:

A Guide to QuarkXPress 2022 | 244

 If you edit an existing text shading style, the changes will be applied
immediately wherever this text shading style has been used in the layout.
 Once you have created a text shading style, you can use this style in both
paragraph and character style sheets. Select it from the Text Shading drop-
down menu in the Edit Character Style Sheet dialog or in the Formats tab of
the Edit Paragraph Style Sheet dialog.

Applying text shading

To apply shading to existing text:

A Guide to QuarkXPress 2022 | 245

1 Select the text to be shaded. To apply shading to an entire paragraph, place
the cursor anywhere in the paragraph.
2 Do one of the following things:
● Display the Text Shading Styles palette (Window > Text Shading Styles)
and select a defined text shading style to apply to the text.

● Use the controls in the Text Shading tab of the Measurements palette.
● Apply a defined text shading style to either a character or paragraph style
sheet and apply that style sheet to the text.

 You can select an empty text box or an empty paragraph in a text box as
Step1. After Step 2, the text shading style will be applied to the text as you
are typing.
There is a difference between applying text shading to an entire paragraph, or to
just selected text. When using the Text Shading tab of the Measurements
palette, there is a drop-down menu allowing you to choose Paragraph or Text.

When using the Text Shading Styles palette, this is generally determined by what
you selected before choosing a text shading style to apply, with a few
exceptions.
● If you select the Apply to Paragraph button and then apply text shading, the
text shading is applied to the complete paragraph even if text was previously
selected.
● If you select the Apply to Character button and then apply text shading, the
text shading is applied to the selected text. If text was not selected then the
text shading will begin at the cursor and the shading will be visible as you
start typing.
This is what applying text shading to selected text looks like. It appears that the
shading is applied to each line individually, with the frame around each line:

A Guide to QuarkXPress 2022 | 246

This is what applying text shading to an entire paragraph looks like:

You can choose to shade an entire paragraph and then shade selected text
within that paragraph:

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:
● Use the Kern Amount controls in the Measurements palette.

A Guide to QuarkXPress 2022 | 247

● Use the ticker controls with or without Shift or Alt/ Opt modifier to modify the
size
● Use the keyboard commands.

Kerning automatically
To automatically kern text above a specific point size, display the Character
pane of the Preferences dialog box , 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 pairs dialog box (Edit 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.

A Guide to QuarkXPress 2022 | 248

The Edit Hyphenation & Justification dialog box
● Auto Hyphenation: Specify whether automatic hyphenation is allowed.
● 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.
● Strictness Level: Specify the strictness level for auto hyphenation. Strictness
level is not hard coded within the application.

A Guide to QuarkXPress 2022 | 249

You can choose from the following strictness levels:
● Compounds Only
● Nominal
● Aesthetic
● Prevalent: This is the default level when opening creating a new project
since QuarkXPress 2018 onwards.
● Everywhere
● As 2017 and Earlier: This is the default Strictness Level when opening a
legacy document created in QuarkXPress 2017 and prior versions.

The Strictness level feature is only supported by Dieckmann hyphenation

libraries (Extended 2 hyphenation method). In QuarkXPress 2017 and earlier,
some languages like US English and International English did not support
Dieckmann hyphenation libraries. In QuarkXPress 2018, all languages support
Dieckmann hyphenation libraries (Extended 2 hyphenation method).
When opening a project created in QuarkXPress 2017 or earlier, an informative
icon will be displayed in the Edit Hyphenation & Justification dialog indicating
that the Strictness Level feature is only supported for the Extended 2
hyphenation method. Users are required to enable the Extended 2 hyphenation
method in Preferences (Preferences > Paragraph > Hyphenation Method) to
enable applying hyphenation strictness levels to a legacy document.

A Guide to QuarkXPress 2022 | 250

Support for all non- Dieckmann hyphenation libraries (e.g. ‘Standard’,
‘Expanded’, ‘Enhanced’) have been dropped for new documents created in
QuarkXPress 2018. XTension developer created hyphenation libraries will
continue to be supported for QuarkXPress 2018.
● 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.
● 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.”

A Guide to QuarkXPress 2022 | 251

● 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.
● 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.
● 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

A Guide to QuarkXPress 2022 | 252

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.

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 hyphenation 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.

A Guide to QuarkXPress 2022 | 253

 This two-way link works only when the.xml file is linked through a Job
Jacket, we do not link the xml file directly to a layout.

Importing hyphenation exception files

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

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).

A Guide to QuarkXPress 2022 | 254

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.

 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 exception 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.

A Guide to QuarkXPress 2022 | 255

● 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 number of
hyphenation exception 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 Resources in the top-right
list.

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

A Guide to QuarkXPress 2022 | 256

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. The default
value 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. The default 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.

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.

A Guide to QuarkXPress 2022 | 257

● 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 that Job
Ticket or create 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.
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.

A Guide to QuarkXPress 2022 | 258

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 hyphenation
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 modification in the hyphenation exceptions from within QuarkXPress will
be reflected in the referenced external hyphenation exceptions file when the
user saves the project.
● 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

A Guide to QuarkXPress 2022 | 259

 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

To 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.

A Guide to QuarkXPress 2022 | 260

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 2022 | 261

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 hyphenation
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 when
the 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.

A Guide to QuarkXPress 2022 | 262

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:
● Use the Track Amount controls in the Home or Character tab of
Measurements palette.
● Use the ticker controls with or without Shift or Alt/ Opt modifier to modify the
tracking
● Use one of the keyboard commands below.

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 Font Tracking Tables dialog box
(Edit menu).

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 or Character tab of the Measurements palette.

A Guide to QuarkXPress 2022 | 263

 If you enter a number in a Track Amount field but do not specify a
measurement unit, 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 tab of the Measurements palette.

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).

A Guide to QuarkXPress 2022 | 264

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 2022 | 265

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.

A Guide to QuarkXPress 2022 | 266

● 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.
● 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 a text component 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.
● Character Style: To associate a character style sheet with the paragraph
style sheet, choose an option from the Character Style drop-down menu in
the Character Attributes area. To create a character style sheet, see “Creating
and Editing Character Style Sheets.”
● Heading Style: To specify the Heading Level to be assigned to text exported
to tagged PDF, select the desired heading level here.
Next, use the Formats, Tabs, Rules and Column Flow 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 a 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.

A Guide to QuarkXPress 2022 | 267

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 2022 | 268

Edit 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

A Guide to QuarkXPress 2022 | 269

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.
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 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

A Guide to QuarkXPress 2022 | 270

Next Style, applies that style to the following paragraph. Next style will be
applied while selecting ‘Apply Using Next Style‘ command even if current
paragraph style sheet is defined as Next Style. Next style will not be applied
while selecting ‘Apply Using Next Style‘ command if No Style is defined as 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 Styles:
Applies style sheets using Next Style, leaving both local type styles (such as
bold and italic) and OpenType 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.
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 is
displayed. 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:

A Guide to QuarkXPress 2022 | 271

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:

A conditional style that produces the above formatting

A Guide to QuarkXPress 2022 | 272

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.

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.

A Guide to QuarkXPress 2022 | 273

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.
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.

A Guide to QuarkXPress 2022 | 274

 ● 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”)

A Guide to QuarkXPress 2022 | 275

 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:
● 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

A Guide to QuarkXPress 2022 | 276

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 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 Selected Text to
Base Styles 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 Styles on
Selected Text 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.

A Guide to QuarkXPress 2022 | 277

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.

Conditional style that uses conditional style markers

3 Apply the conditional style to the text. Each article is automatically
formatted.

A Guide to QuarkXPress 2022 | 278

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.
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 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.

A Guide to QuarkXPress 2022 | 279

•/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, 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.
To increase and decrease the indent level of a paragraph, use the Paragraph tab
of the Measurements palette.

Quick access to Bullets & Numbering

QuarkXPress has come up with new toggle buttons (list buttons) in the Home
tab of measurement palette for text content mode. There are three buttons at
the rightmost end of the palette for Bullets, Numbering, and Outline style.
On clicking over arrow icons on the right side of the bullet style, numbering style,
and Outline style buttons, pop up menu for their styles will be invoked.
In the list, you can also view the actual Bullet character and the Numbering
format used in that Bullet and numbering style respectively.

 Note: To change other local paragraph attributes related to Bullet &

Numbering, you still have to switch to the Paragraph tab of Measurement
palette.
In addition to the new quick buttons, QuarkXPress now has added a couple of
default Bullet and Numbering styles such as Square Bullet Style, Check Mark
Bullet Style, Lower Letter Numbering Style, and Lower Roman Numbering Style.

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.

A Guide to QuarkXPress 2022 | 280

Edit Bullet Style dialog box
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
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.

A Guide to QuarkXPress 2022 | 281

● By choosing an outline style that uses the bullet style from the •/123 menu in
the Paragraph 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.

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

A Guide to QuarkXPress 2022 | 282

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
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 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, use the Bullets and Numbers tab
of the Measurements palette, check Restart Numbering, and enter a starting
number in the Start At field

Greek and Russian Numbering Formats

Four new numbering formats (two each for Greek and Russian languages) are
added to the Numbering styles. It was a long pending demand from our
customers to have these numbering formats support in QuarkXPress. These
new numbering formats are well integrated with MS Word import and export
from the application.

A Guide to QuarkXPress 2022 | 283

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.

A Guide to QuarkXPress 2022 | 284

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.

A Guide to QuarkXPress 2022 | 285

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:
The Minimum Bullet/Number Distance from Text paragraph attribute can be
found on the Paragraph tab of the Measurements palette. 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.

A Guide to QuarkXPress 2022 | 286

How the Minimum Bullet/Number Distance from Text value is applied
Check the Include Trailing Zero option to include trailing zeros at the end of the
number. For example, if you check this box and your outline has three levels, the
numbering would look like this:
1.0.0 This paragraph is at level 1 of a 3 level outline.
1.1.0 This paragraph is at level 2 of a 3 level outline.
1.1.1 This paragraph is at level 3 of a 3 level outline.
 Outline styles applied to subsequent levels are retained even when a
different outline style is applied at the parent level.
There are two ways to apply an outline style to text:
● Choose the outline style’s name from the •/123 menu in the Paragraph 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:
Enhanced the capability of Paragraph Style Sheet to be able to specify Indent
Level for Outline Styles so that users can automate the creation of Outline Lists
by using only the Style Sheets with proper Indent Levels. The Style Sheet will be
aware of the Indent Level of list item. The users need this for creating Multi-
Level TOC in Content Automation flow, as there is NO WAY to specify the indent
level for entries in the auto-generated TOC. It also helps to automate the
content flow through XPress-Tag files.
● Add a separate tab in Paragraph Style sheet dialog for Numbering, which
includes all the numbering related options.

A Guide to QuarkXPress 2022 | 287

● The Level field will only become enabled when an Outline Style is selected.
● A new Start At option at style level.
● Provides a few options to restart the numbering automatically:
● Restart Numbering After a specific Level. The User can select any of the
available level/ Any Previous Level from the pop-up or can type the level
number in the field.
● Restart Numbering After intervening paragraph style. User can choose to
Restart Numbering After any specified paragraph style sheet.
● Uncheck the ‘Restart Numbering After’ if you want to choose not to
restart numbering.

Outline Indent Level in Paragraph Style Sheet

A Guide to QuarkXPress 2022 | 288

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:
● 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, choose a Vertical Alignment 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 option in the Text Box tab of the Measurement palette.

A Guide to QuarkXPress 2022 | 289

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.

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.

A Guide to QuarkXPress 2022 | 290

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

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

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 tool or the Item tool , and then in the Text Box tab of the
Measurements palette check Run Text Around All Sides option.

 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, 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.

A Guide to QuarkXPress 2022 | 291

● 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 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:
Use the Runaround tab of the Measurements palette and 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.

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, use the Runaround tab of the Measurements palette and choose an option
from the Type drop-down menu:
To apply text runaround to a picture component in front of a text box, select the
picture component, choose Style > Picture, click the Runaround tab, and then
choose an option from the Type drop-down menu:
● 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.

A Guide to QuarkXPress 2022 | 292

● 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.
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.

Runaround for Multiple Items (Boxes)

A step forward to increase the productivity of QuarkXPress customers and easy
access to common and useful features. Applying Runaround to any item (Box) is
one such feature. In general, a QuarkXPress document has lots of items in it and
it was time-consuming to apply Runaround to multiple items individually.
QuarkXPress now allows you to apply Runaround to multiple items (or say
grouped items) with a single click from the Runaround tab of measurement
palette.

A Guide to QuarkXPress 2022 | 293

 Note: Currently only Item type Runaround is allowed for multiple selected
items.

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 in the Runaround
tab of the Measurements palette, 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.

A Guide to QuarkXPress 2022 | 294

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.
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.

A Guide to QuarkXPress 2022 | 295

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, use the Text Box tab of the
Measurements palette. Choose an option from 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. You can choose an option from Align with Line
to determine how you wish to align the text with respect to the path. You can
choose to Flip the Text.

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, use the Paragraph 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 Measurements palette.

A Guide to QuarkXPress 2022 | 296

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.
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.

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 , then select the item you want to anchor.
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.

External anchors
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.

A Guide to QuarkXPress 2022 | 297

Working with OpenType Styles
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.
Since QuarkXPress 2018, the UI for the OpenType Styles feature has been
greatly improved, making it much more user-friendly.
With the latest update of QuarkXPress v16.2, now we get precise control over
OpenType glyph positioning and placement of sophisticated text layout. It
enables automatic reordering and rendering in each script and language of the
system supported fonts.

Click the OpenType icon on the Home tab/ Character tab of the
Measurements palette to display the OpenType Styles palette.

A Guide to QuarkXPress 2022 | 298

A Guide to QuarkXPress 2022 | 299
 The OpenType Styles palette can also be displayed/closed by pressing the
F4 shortcut key.
 A radio button indicates that the OpenType feature is mutually exclusive, you
need to select between one of the features. A check box indicates that the
OpenType feature is additive, you can add the feature to the already applied
OpenType features.
On macOS only the features available to the currently selected font are shown by
default. If the currently selected font doesn’t contain any OpenType features, a
No OpenType features available message will be displayed on the palette.
Checking the Show All OpenType Features button will display all of the
OpenType features.
On Windows, all of the OpenType features available in QuarkXpress are
automatically displayed, even if they do not apply to the currently selected font.
OpenType features that are not applicable to the currently selected font will be
greyed out.
 On macOS, the OpenType Styles palette can be resized vertically.
In the palette, a preview of each feature will be shown to the right of the feature,
displaying how the currently selected text will be rendered if that particular
feature were to be applied.
The following new features for OpenType Styles have been introduced:
● Slashed Zero
● Ornaments
● Stylistic Alternates
● Historical Forms
● Small Capitals From Capitals
● Case Sensitive Forms
● Capital Spacing
● Historical Ligatures
● Petite Capitals
● Alternative Fractions

Applying OpenType styles

OpenType styles can be applied through the OpenType Styles dialog in the Edit
Character Style Sheet dialog.
Click the OpenType icon on the Edit Character Style Sheet dialog to displays
the OpenType Styles dialog.

A Guide to QuarkXPress 2022 | 300

OpenType styles available in the Edit Character Style Sheet dialog
If a font has OpenType features available, then the UI label for the corresponding
OpenType feature will appear enabled in the OpenType dialog, otherwise the UI
label will appear grayed out. The check box for the OpenType features are
independent of the availability of the OpenType feature in the applied font. This
allows the user to set the OpenType attributes during style sheet creation or
modification.
Click Reset to Default to reset your choices to the default choices applied to the
style sheet.
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.

A Guide to QuarkXPress 2022 | 301

● Italics: Apply italic glyphs.
● Fractions: Apply slashed fraction glyphs.
● Swashes: Apply calligraphic glyphs.
● 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.
● Slashed Zero : This feature allows the user to change from the default 0 to a
slashed form.
● Ornaments: This feature allows the user to ornament glyphs in the font.

A Guide to QuarkXPress 2022 | 302

● Stylistic Alternates: This feature replaces the default forms with the stylistic
alternates.
● Historical Forms: This feature replaces the default forms with the historical
alternates.
● Small Capitals From Capitals: This feature turns capital characters into small
capitals.
● Case Sensitive Forms: This feature shifts various punctuation marks up to a
position that works better with all-capital sequences or sets of lining figures;
also changes oldstyle figures to lining figures.
● Capital Spacing: This feature allows the user to adjusts inter-glyph spacing
for all-capital text.
● Stylistic Sets: This feature replaces the default forms with the stylistic set
variants.
● Alternative Fractions: Replaces figure separated by a slash with an
alternative form. Displays a fraction by using a horizontal dividing line (nut
fraction) instead of a slant or slash. It is very useful to write mathematical
expressions. It is available in the Alternate’s subgroup under OpenType
Styles.

● Petite Capitals: Some fonts contain an additional size of capital letters,

shorter than the regular small caps to better harmonize with lowercase text
than the taller small caps. This feature turns lowercase characters into petite
capitals. Petite Capitals is available in Capitals subgroup under OpenType
Styles. It will override all the other Capital OpenType features.

● Historical Ligatures: This feature replaces the default ligatures and character
combinations with the corresponding historical ligatures. These ligatures
were in common use in the past. Some fonts include the historical forms as
alternates, so they can be used for a ‘period’ effect. It is available in the
Ligature’s subgroup under OpenType Styles.

A Guide to QuarkXPress 2022 | 303

Use the Find/Change dialog to search/replace text that has specified OpenType
features applied; or search/replace OpenType features.

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 Ligatures
on the Character tab of the Measurements palette .
● 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 or Character tab of the Measurements palette .
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.

A Guide to QuarkXPress 2022 | 304

● 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. QuarkXPress supports 33 OpenType Stylistic Sets.
Stylistic Sets enhancements:
● Added the ability to apply more than one stylistic set to text at the same
time.
● Added the ability to display descriptive names of Stylistic Sets.
Use the Glyphs palette to access the available OpenType features in each font.

A Guide to QuarkXPress 2022 | 305

The Glyphs palette displays the available OpenType features for each font.

Working with Color Fonts

A color font file is a regular font file that embeds additional data to display more
graphic properties than the contour shapes of a character.
QuarkXPress supports three color font formats:
● SBIX: This is an Apple format, containing glyphs with bitmap raster data.
● COLR: This is a Microsoft format, containing glyphs with vector data.
● SVG: This is an Adobe and Mozilla format, containing glyphs with vector and
raster data.

Adobe Illustrator 2018 and Adobe Photoshop 2018 support SVG and SBIX fonts,
while Text Edit, Pixelmator, and Sketch applications support SBIX fonts.
QuarkXPress 2018 is the only applications supporting three color font formats
and the only application to support COLR fonts.
To use a color font, just install the color font in one of the three supported
formats in macOS or Windows and use it like any other font in QuarkXPress.
QuarkXPress provides different font icons ( , , ) for the three supported color
font formats so that the color fonts are easily differentiable from normal fonts
and from each other.

 If an installed color font is available in more than one format on the system,
then the one having the higher preference order will be enumerated in the
font list. The preference order is: SVG, COLR, SBIX.
Both Windows and macOS have a default color font (Segoe UI Emoji font on
Windows and Apple Color Emoji on macOS).
Color fonts based on vector glyphs can be resized without any loss, just like any
regular font. Color bitmap fonts, like any other photo or pixel-based image, will
scale properly up to a certain size, depending on their original resolution.
Beyond that resolution, the lettering will look pixelated.
Bitmap fonts will work in high-quality output (such as print), however that
depends on the resolution added to such a font. You might see issue with
bitmap-based fonts when you use large font sizes. If you use a color font that
contains many hi-res bitmaps, the output will also significantly increase in size.
Emoji glyphs and color font glyphs can be inserted from the Glyph palette. If an
emoji glyph has a multi code point value then the glyphs will be displayed as
unencoded glyphs but can inserted as a single glyph.
Color fonts glyphs which have a single code point, can be inserted from System
Character Viewer (Cmd+ Control + Escape) on Mac, Emoji Panel (Windows key +

A Guide to QuarkXPress 2022 | 306

,) or (Windows key+ ;) on Windows, Emoji key on Touch keyboard on Windows.
Multi code point Emoji sequences cannot be inserted as a single character, nor
do the individual characters in correct sequence combine to form a single emoji
glyph. QuarkXPress doesn’t provide a UI option in the Glyph palette to access all
variants of a base emoji glyph (like skin tone variants).

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 the OpenType glyphs in the font, double-click a glyph to insert that
glyph in text, and save favorite glyphs for easy access.

Glyphs_palette

A Guide to QuarkXPress 2022 | 307

A Guide to QuarkXPress 2022 | 308
OpenType features in Glyphs palette

To view the glyphs in a font, display the Glyphs palette (Window menu) and
choose a font and font style from the Font family and style menu in the upper-
left corner. Options available in the Glyphs palette include the following:
● 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.
● You can search for a glyph in the Glyph palette using Character or Unicode
value options.
● 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).

A Guide to QuarkXPress 2022 | 309

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 > Special
(nonbreaking).
 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 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 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).

A Guide to QuarkXPress 2022 | 310

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.

Missing fonts dialog

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.)

A Guide to QuarkXPress 2022 | 311

Font Mapping dialog
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.”

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 Grids.”
For information on preferences related to design grids, see “Preferences —
Layout — Guides and Grids” and “Preferences — Layout — Grid Cell Fill.”

Understanding design grids

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

A Guide to QuarkXPress 2022 | 312

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.

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.

A Guide to QuarkXPress 2022 | 313

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.

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

A Guide to QuarkXPress 2022 | 314

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.

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.”

A Guide to QuarkXPress 2022 | 315

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. To synchronize the values in the Top and Bottom or Left and Right
fields, click the chain icon next to the fields.

A Guide to QuarkXPress 2022 | 316

● 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: 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.”

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.”

A Guide to QuarkXPress 2022 | 317

● To control the alignment of cells, use the controls in the Cell Alignment tab.
For more information, see “Design grids: Cell Alignment tab.”
● 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.

A Guide to QuarkXPress 2022 | 318

● 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.”

A Guide to QuarkXPress 2022 | 319

● 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.

Adjust Lines Within Margins dialog box

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.

A Guide to QuarkXPress 2022 | 320

● 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 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 2022 | 321

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.

A Guide to QuarkXPress 2022 | 322

 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.

Design grids: Display Settings tab

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 <grid line type> 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 2022 | 323

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.

A Guide to QuarkXPress 2022 | 324

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 2022 | 325

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 <style sheet name>. Notice that the font and spacing
controls become unavailable.

A Guide to QuarkXPress 2022 | 326

Grid style with “Body Copy” style sheet loaded and linked

Working with grid styles

A grid style includes grid attributes you can apply to a text box or use as the
basis for a master page grid or another grid style.

Creating grid styles

To create, edit, duplicate, or delete grid styles, use the Grid Styles dialog box
(Edit > Grid Styles).

A Guide to QuarkXPress 2022 | 327

Use the Grid Styles dialog box to create, edit, duplicate, and delete grid styles.
When you click New, Edit, or Duplicate in the Grid Styles dialog box, the Edit Grid
Style dialog box displays.

A Guide to QuarkXPress 2022 | 328

The Edit Grid Style dialog box
● To specify a name for the grid style, enter a value in the Name field.
● 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 the full cell to the grid, use the controls in the Cell
Alignment tab. For more information, see “Design grids: Cell Alignment tab.”
● To specify which grid lines display, use the controls in the Display Settings
tab. For more information, see “Design grids: Display Settings tab.”
● 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.”

 When you create a grid style with no projects open, that grid style becomes
part of the default grid style list and is included in all subsequently created
projects.

Applying a grid style to a text box

To apply a grid style to the selected text box:
1 To display text box grids, make sure View > Text Box Grids is checked.
2 To display the Grid Styles palette, make sure Window > Grid Styles is
checked.

Use the Grid Styles palette to apply grid styles to text boxes.
3 Click a grid style name in the Grid Styles palette.

 A plus sign next to a grid style name in the Grid Styles palette indicates that
the text box grid has been modified since the grid style was applied to the
text box. To apply the grid style again and override local text box grid
formatting, click No Style and then click the grid style name (or press
Option/Alt and click the modified grid style name).

A Guide to QuarkXPress 2022 | 329

Using design grids
After you apply design grids to text boxes or configure master page grids, you
can use the grids for alignment. You can visually align items with design grids,
and you can choose View > Snap to Page Grids to force items you move to align
with master page grids.

Using a master page grid

To specify a master page grid for a layout page, apply the master page to the
project page.

Locking text to a grid

Using a style sheet or local paragraph formatting, you can lock text to the
master page grid or a text box grid. To lock text to a grid:
1 To set up text locking for a style sheet, choose Edit > Style Sheets, select a
paragraph style sheet, click Edit, and then click the Formats tab. To set up
text locking for a paragraph, select the paragraph and use the Paragraph tab
of the Measurements palette.

Paragraph tab of the Measurements palette.

2 In the Formats tab, check Lock to Grid.
3 To specify the grid to which the text will lock, choose Page Grid or Text box
Grid from the first drop-down menu below Lock to Grid.
4 To specify the grid line to which text will lock, choose Topline, Centerline,
Baseline, or Bottomline from the second drop-down menu below Lock to
Grid.

Snapping items to design grids

You can make items snap to master page grid lines, and when you resize a text
box, you can snap to the text box grid.
To snap to a master page grid line, display the master page grid (View > Page
Grid) and then choose View > Snap to Page Grid.
 The Snap Distance field in the Guides & Grids pane of the Preferences dialog
box enables you to change the 6-pixel default distance at which items snap
to page grids when Snap to Page Grids is chosen (View menu).
To snap to a text box grid line when you resize a text box, display the text box
grid and resize the box.

A Guide to QuarkXPress 2022 | 330

Aligning grids
To align a text box grid line or cell to a master page grid line or a guide:
1 Make sure View > Guides, View > Page Grids, and View > Text Box Grids are
checked.
2 Select the Item tool .
3 Click a grid line in the text box and then drag the box. Note that even as you
move the grid line, the original position of the box continues to display. You
can align the selected grid line with another grid line in the box, a master
page grid line, or a guide. (See notes on Live Drag below.)
4 Click a grid line or cell in the text box and then drag the box. Notice how the
selected grid line or cell you’re moving displays and the original position of
the box continues to display. You can align the selected grid line with
another grid line or cell in the box, a master page grid line, or a guide.

 Live drag is a feature that lets you see the contents of an item while you are
moving the item. However, selected grid lines or cells do not display when
live drag is active.

Working with rubi text

Rubi text clarifies the meaning or pronunciation of base text. Base text can
run vertically or horizontally, and rubi text usually follows the direction of the
base text. Rubi text can be placed to the right of or to the left of base text in a
vertical story, and above or below base text in a horizontal story.
There are two types of rubi text: mono rubi and group rubi. Mono rubi is rubi text
that is associated with a single character of the base text. Group rubi is rubi text
that is associated with more than one character of the base text.
You can manipulate the alignment, placement, scale, font, color, opacity, shade,
type style, and relative size of rubi text. In addition, you can choose from several
options that allow you to control rubi text that overhangs unrelated base text.
Use the Rubi dialog box (Style menu) to add rubi text to selected base text.

A Guide to QuarkXPress 2022 | 331

The Rubi dialog box
You can apply automatic rubi to a series of words (separated by spaces or
punctuation) by selecting a range of text and then pressing
Command+Option+R/Ctrl+Alt+R. For more information about automatic rubi,
see the Rubi Text bullet in the list under “Text tab,” below.

Text tab
The Text tab of the Rubi dialog box lets you control the following options:
● Rubi Text: Use this field to specify the rubi text to be applied to the selected
base text. When you display the Rubi dialog box for a new rubi, the
application automatically fills this field with a phonetic reading of the base
text from the input method editor (IME). This feature works for languages for
which IME dictionaries are available (as of this writing, Chinese and
Japanese only).
● Get Rubi: Use this button to refresh the content of the Rubi Text field from
the IME.
● Base Text: This field displays the selected base text.
● Rubi Alignment: Use this drop-down menu to control how non-overhanging
rubi text aligns with the base text. For more information, see “Rubi alignment
options.”

A Guide to QuarkXPress 2022 | 332

● Rubi Placement: Use this drop-down menu to specify whether rubi text
displays above or below the base text (in a horizontal story) or to the left of
or right of the base text (in a vertical story).
● Relative Size: Use this field to specify the size of the rubi text compared to
the base text.
● Offset: Use this field to control how far the rubi text is offset from the base
text.
● Overhang Rubi: Use this field to control how far the rubi text can overhang
base text that is unrelated to the rubi text. For more information, see “Rubi
overhang options.” Note that this feature is disabled when Base Alignment is
set to None.
● Base Alignment: Use this field to control how base text aligns with
overhanging rubi text. For more information, see “Rubi base alignment
options.”
● Auto Align At Line Edges: Check this box to automatically align rubi text with
the border of a text box when the rubi text overhangs the base text and
touches the edge of the text box.

Character Attributes tab

The Character Attributes tab of the Rubi dialog box lets you control rubi text
formatting.

Use the Character Attributes tab to specify how rubi characters display

A Guide to QuarkXPress 2022 | 333

● The Font, Style, Size, Color, Shade, Opacity, Scale, Track/Sending, Baseline
Shift and Type Styles controls let you apply basic formatting to the text.
● To enable or disable the use of specifically designed Kana glyphs for Rubi,
check or uncheck Rubi Annotations. These glyphs are available only in some
Japanese OpenType fonts.

Rubi alignment options

The Rubi Alignment options in the Text tab of the Rubi dialog box (Style menu)
are:
● Left: Aligns rubi text with the left side of base text in a horizontal story.
● Centered: Aligns rubi text with the center of base text in a horizontal or
vertical story.
● Right: Aligns rubi text with the right side of base text in a horizontal story.
● Top: Aligns rubi text with the top of base text in a vertical story.
● Bottom: Aligns rubi text with the bottom of base text in a vertical story.
● Justified: Centers rubi text above or next to base text as shown in the
diagram below.

Justified alignment of rubi text

● Forced: Aligns rubi text flush with the left and right of base text in a
horizontal story, or flush with the top and bottom of base text in a vertical
story.

Forced alignment of rubi text

A Guide to QuarkXPress 2022 | 334

● 1–2–1 (JIS) Rule: Aligns rubi text with base text according to a 1:2:1 ratio,
leaving a certain amount of space at the beginning and end of the line of rubi
text.

1–2–1 (JIS) Rule alignment of rubi text

● Equal Space: Aligns rubi text so that the space at the beginning of the line of
rubi text, the space at the end of the line of rubi text, and the spaces between
each rubi text character are equal.

Equal Space alignment of rubi text

● 1 Rubi Space: Aligns rubi text so that the space at the beginning of the line of
rubi text and the space at the end of the line of rubi text are equal to the
width of one rubi text character but not equal to the spaces between each
rubi text character. The spaces between rubi text characters are distributed
evenly.

A Guide to QuarkXPress 2022 | 335

1 Rubi Space alignment of rubi text

Mono rubi
To control the placement of individual rubi text characters, insert a backslash or
Japanese Yen sign between rubi text characters in the Rubi Text field of the Rubi
dialog box (Style menu).

Backslashes between rubi text characters indicate mono rubi.

For example, if you select two base text characters that are associated with
three rubi text characters, and you want only the first rubi text character to be
placed over the first base text character and the other two to be placed over the
second base character, insert a backslash between the first and second rubi text
characters. Backslashes correspond with the spaces between base text
characters, so you can place as many rubi text characters between backslashes
as you want.

Backslashes correspond with the space between base text characters

Rubi base alignment options

You can apply Base Alignment options only when rubi text overhangs the base
text. The Base Alignment options are:

A Guide to QuarkXPress 2022 | 336

● None: No base text alignment is applied.
● Left: Aligns base text with the left side of rubi text in a horizontal story.
● Centered: Aligns base text under or next to rubi text so that rubi text has
equal overhang on each side of the base text.
● Right: Aligns base text with the right side of rubi text in a horizontal story.
● Top: Aligns base text with the top of rubi text in a vertical story.
● Bottom: Aligns base text with the bottom of rubi text in a vertical story.
● Justified: Centers base text under or next to rubi text as shown in the
diagram below. (Note that this diagram assumes that Rubi Overhang is set to
None. If rubi text is set to overhang by a particular amount, the rubi
characters extend beyond the left and right edges of the base character
sequence by that amount, and the base characters are justified in the
remaining space.)

Justified alignment of base text

● Forced: Aligns base text flush with the left and right of rubi text in a
horizontal story, or flush with the top and bottom of rubi text in a vertical
story. (Note that this diagram assumes that Rubi Overhang is set to None. If
rubi text is set to overhang by a particular amount, the rubi characters extend
beyond the left and right edges of the base character sequence by that
amount, and the base characters are force-justified in the remaining space.)

Forced alignment of base text

● 1–2–1 (JIS) Rule: Aligns base text with rubi text according to a 1:2:1 ratio,
leaving a certain amount of space at the beginning and end of the line of
base text.

A Guide to QuarkXPress 2022 | 337

1–2–1 (JIS) Rule alignment of base text
● Equal Space: Aligns base text so that the space at the beginning of the line of
base text, the space at the end of the line of base text, and the spaces
between base text characters are equal. (Note that this diagram assumes
that Rubi Overhang is set to None. If rubi text is set to overhang by a
particular amount, the rubi characters extend beyond the left and right edges
of the base character sequence by that amount, and the base characters are
distributed in the remaining space.)

Equal Space alignment of base text

Rubi overhang options

The Overhang Rubi options in the Text tab of the Rubi dialog box (Style menu)let
you control how far rubi text characters overhang on either side of a base text
character that is unrelated to overhanging rubi text characters. The colored
diagrams below demonstrate the different Overhang Rubi options. Yellow
signifies base text and rubi text that are related to each other. Blue signifies
base text that is unrelated to the overhanging rubi text.
● None: No overhang is allowed.
● Up to 1 Rubi Character: Allows the full width of a rubi text character to
overhang an unrelated base text character.

A Guide to QuarkXPress 2022 | 338

Up to 1 Rubi Character
● Up to ½ Rubi Character: Allows ½ the width of a rubi text character to
overhang an unrelated base text character.

Up to ½ Rubi Character
● Up to 1 Base Character: Allows the full width of a base text character to be
placed under unrelated rubi text characters.

Up to 1 Base Character
● Up to ½ Base Character: Allows ½ the width of a base character to be placed
under unrelated rubi text characters.

Up to ½ Base Character
● Unrestricted: Allows overhang without any restrictions.

A Guide to QuarkXPress 2022 | 339

Working with hanging characters
Hanging character sets handle both hanging punctuation and margin alignment.
Margin alignment lets you hang characters partially outside the margin to create
visually uniform text alignment along the margin. Hanging punctuation lets you
hang punctuation characters fully outside the margin so that the text is flush
against either a uniform margin at the beginning of a line of text (leading) or
against a uniform margin at the end of a line of text (trailing).For example, the
quotation mark in the first sample text below is hanging outside the leading
margin, which allows the first character in the first line of text to align evenly
with the rows of text below it. The quotation mark in the second sample text
below is hanging outside the trailing margin.

The opening quotation mark in this sample text is a leading hanging character

The closing quotation mark in this sample text is a trailing hanging character

The second line in this sample text shows no hang on the left, but shows a leading hang on the right.

A Guide to QuarkXPress 2022 | 340

The punctuation characters in this sample text are trailing hanging characters.
You can create custom hanging character classes and hanging character sets, or
you can use the default classes and sets that come with the software. A
hanging character class is a group of characters that should always hang
outside the margin or indent inside the margin by the same percentage. A
hanging character set is a group of hanging character classes. You can use a
hanging character set to apply one or several hanging character classes to
paragraphs.
To view, create, edit, duplicate, and delete hanging character sets and classes,
use the Hanging Characters dialog box (Edit > Hanging Characters).

The Hanging Characters dialog box

Hanging character sets are preceded by a icon. Hanging character classes
are preceded by a icon.

A Guide to QuarkXPress 2022 | 341

If you select a hanging character set in the center pane of the dialog box, the
lower pane displays the hanging character classes that belong to that set. If you
select a class in the center pane of the dialog box, the lower pane displays the
sets to which the selected class belongs and the attributes of the selected
class.
 To compare hanging character sets or classes, select two classes or sets in
the Hanging Characters dialog box and press Option/Alt. The Append button
changes to Compare.

Creating hanging character classes

Use the Edit Hanging Character Class dialog box (Edit > Hanging Characters >
New > Class) to specify the characters to be included in a hanging character
class, the hang percentage of the class, and whether the class is leading or
trailing.

The Edit Hanging Character Class dialog box

Enter characters in the Characters pane. Then choose a percentage from the
Hang drop-down menu. The hang percentage specifies what percentage of the
glyph width should always hang over the margin or what percentage of the
glyph width should always indent. For example, if you choose –50%, the
characters in the character class indent inside of the margin by half of their
glyph width. If you choose 100%, the characters in the character class hang
outside of the margin by their full glyph width.

A Guide to QuarkXPress 2022 | 342

Next, choose whether the character class is Leading or Trailing. Characters in a
Leading class hang over the beginning margin. Characters in a Trailing class
hang over the end margin.
 After you have saved a hanging character class in a hanging character set,
you can check Preview to view changes to the hanging character class as
you edit.

Creating hanging character sets

Use the Edit Hanging Character Set dialog box (Edit > Hanging Characters > New
> Set) to specify the hanging character classes to be included in a hanging
character set.

The Edit Hanging Character Set dialog box

The center pane of the dialog box displays all of the available hanging character
classes that can be added to a hanging character set. Check the boxes next to
the classes you want to add, give the hanging character set a name, and then
click OK.
To edit a hanging character class before saving the new hanging character set,
select the class and click Edit Class.
 You cannot specify different leading or trailing values for a single character
within a hanging character set.

Applying hanging character sets

To apply a hanging character set to text, choose an option from the Hanging
Character Set drop-down menu in the Paragraph tab of the Measurements
palette.

A Guide to QuarkXPress 2022 | 343

To apply a hanging character set to a paragraph style sheet, choose an option
from the Hanging Character Sets drop-down menu in the Formats tab of the Edit
Paragraph Style Sheet dialog box (Edit > Style Sheets > New > Paragraph or Edit
> Style Sheets > Edit).

Working with Mojigumi sets and classes

The Mojigumi feature lets you control spacing for specific punctuation
characters when they occur in particular locations. To use this feature, you must
choose or create a Mojigumi character class and a Mojigumi set.
● A Mojigumi character class is a named set of punctuation characters that
should always be spaced in a particular way.
● A Mojigumi set is a set of character spacing specifications based on the
widths of character em boxes. For example, a mojigumi set might dictate
that open punctuation should use fixed half-width spacing when it occurs at
the beginning of a line, and that close punctuation should use full-width or
half-width spacing when it occurs at the end of a line. Each Mojigumi set is
associated with one mojigumi character class.
To use the Mojigumi feature, apply a mojigumi set to a paragraph. The Mojigumi
set’s settings are applied to the characters in the associated mojigumi character
class.
For example, if you do not want a parenthesis to occupy a full em-box width
when it occurs between two full-width characters, you can create a Mojigumi
character class that contains parentheses and then specify in the Mojigumi set
settings that these characters should always use a half-em width when they fall
between two full em-width characters.
 Only one Mojigumi set can be applied to each paragraph.
 For more information about the difference between characters and glyphs,
see “Working with the Glyphs palette.”

Creating and editing Mojigumi character classes

A Mojigumi character class is a named set of punctuation characters that is
designed to be used with a Mojigumi set (for more information, see “Working
with Mojigumi sets and classes”). You can create custom Mojigumi character
classes, or you can use the default Mojigumi character classes that come with
the software.
To create a custom Mojigumi character class:
1 Choose Edit > Mojigumi > Character Classes. The Mojigumi Character
Classes dialog box displays.

A Guide to QuarkXPress 2022 | 344

2 Click New. The Edit Mojigumi Character Class dialog box displays.
3 Enter a name in the Name field.
4 Enter characters in the OpenPunctuation field, the Close Punctuation (Paren)
field, the Close Punctuation (Kutoh-ten) field, and the Middle Punctuation
field.
5 Click OK.
6 Click Save.

 Kutoh-ten is a Japanese word meaning “period and comma.”

Creating and editing Mojigumi sets

A Mojigumi set is a set of specifications that can be associated with a Mojigumi
character class and then applied to paragraphs. For more information, see
“Working with Mojigumi sets and classes.”
To create a Mojigumi set, choose Edit > Mojigumi > Sets to display the Mojigumi
Sets dialog box. Next, click New. When the Edit Mojigumi Set dialog box
displays, enter a name in the Name field and then choose a Mojigumi character
class from the Class drop-down menu.
The settings in the Edit Mojigumi Sets dialog box let you control the width or
spacing for characters in the specified Mojigumi character class. You can also
control which adjustments take priority.

A Guide to QuarkXPress 2022 | 345

The Edit Mojigumi Sets dialog box
● Name: Displays the name of the Mojigumi set being edited.
● Units: Specify the units that you prefer to see in this dialog.
● Class: Displays the name of the Mojigumi character class being edited.

Open Punctuation
● Begin Line: Specify character width or spacing for opening punctuation that
falls at the beginning of a line.
● Mid Line: Specify character width or spacing for opening punctuation that
falls in the middle of a line.
● Begin Paragraph: Specify character width or spacing for opening
punctuation that falls at the beginning of a paragraph. This setting takes
priority over the Begin Line setting.

A Guide to QuarkXPress 2022 | 346

Close Punctuation
● Mid Line (Parens): Specify character width or spacing for closing
punctuation that falls in the middle of a line.
● Mid Line (Kutoh-ten): Specify character width or spacing for Kutoh-ten that
falls in the middle of a line. Kutoh-ten is a Japanese word meaning “period
and comma.”
● End Line: Specify character width or spacing for closing punctuation that
falls at the end of a line.

Middle Punctuation
● Begin Line: Specify character width or spacing for middle punctuation that
falls at the beginning of a line.
● Mid Line: Specify character width or spacing for middle punctuation that
falls in the middle of a line.
● End Line: Specify character width or spacing for middle punctuation that
falls at the end of aline.
● Begin Paragraph: Specify character width or spacing for middle punctuation
that falls at the beginning of a paragraph. This setting takes priority over the
Begin Line setting.

Contiguous Punctuation
● Open — Open: Specify character width or spacing for adjacent opening
punctuation. For example: ((
● Close (Parens) — Open: Specify character width or spacing for adjacent
closing and opening punctuation. For example: )(
● Kutoh-ten — Open: Specify character width or spacing for Kutoh-ten that is
adjacent to opening punctuation. Kutoh-ten is a Japanese word meaning
“period and comma.” For example:. (
● Close — Close: Specify character width or spacing for adjacent closing
punctuation. For example: ))
● Close — Middle: Specify character width or spacing for adjacent closing and
middle punctuation. For example: ;)
● Middle — Open: Specify character width or spacing for adjacent middle and
opening punctuation. For example: (:

A Guide to QuarkXPress 2022 | 347

CJK & R Space
Specify the character spacing for Chinese, Japanese, or Korean characters that
are adjacent to Roman characters. This feature overrides the percentage in the
Space between CJK & R field in the Character panes of the Preferences dialog
box (QuarkXPress/Edit > Preferences). However, this affects only the characters
in the Mojigumi character set.

Character Width Setting, Character Space Setting

Specify the character width or spacing for Open Punctuation, Close Punctuation,
Middle Punctuation, and Contiguous Punctuation.
● Fixed Full Width: Specify the character width to a fixed full-em width.
● Fixed Half Width: Specify the character width to a fixed half-em width.
● Full Width to Half Width: Specify the character width to a full-em width, but
allow characters to be squeezed down to a half-em width.
● Half Width to Full Width: Specify the character glyph width to a half-em
width, but allow characters to be stretched up to a full-em width.
● Full Width or Half Width: Allow characters to fit either a full-em width or a
half-em width. Full width has priority.
● Half Width or Full Width: Allow characters to fit either a half-em width or a
full-em width. Half width has priority.
● Full Width Space: Specify the space between character glyphs to a full-em
width.
● Half Width Space: Specify the space between character glyphs to a half-em
width.
● Full Width to No Space: Specify the space between character glyphs to a full-
em width, but allow spaces to be squeezed to no-em width.
● Half Width to No Space: Specify the space between character glyphs to a
half-em width, but allow spaces to squeeze to no-em width.
● None to Half Width Space: Specify the space between character glyphs to
no-em width, but allow spaces to be stretched to a half-em width.
● Quarter Width Space: Specify the space between character glyphs to a
quarter-em width.
● Quarter Width to No Space: Specify the space between character glyphs to a
quarter-em width, but allow spaces to be squeezed to no-em width.

A Guide to QuarkXPress 2022 | 348

Priority
Specify the order in which Mojigumi spacing adjusts.
● High: Adjust first.
● Mid: Adjust second.
● Low: Adjust last.

Preview
Enable or disable an editable preview of the width and spacing settings.

Applying Mojigumi sets

To apply a Mojigumi set to a paragraph, choose its name from the Mojigumi
Sets drop-down menu in the Paragraph tab of the Measurements palette.
To apply a Mojigumi set to a paragraph style sheet, choose the Mojigumi set
name from the Mojigumi Sets drop-down menu in the Format tab of the Edit
Paragraph Style Sheet dialog box (Edit > Style Sheets > New > Paragraph or Edit
> Style Sheets > Edit).
 You can apply only one Mojigumi set to a paragraph.

Character mapping for legacy projects

Projects saved in East Asian versions of QuarkXPress earlier than 8.0 do not
contain Unicode text. Rather, they contain text that is stored with a particular
encoding (such as GB2312, Big5, ShiftJIS, or x-mac-korean). When you open
such files in QuarkXPress 8 or later, the application attempts to automatically
convert encoding-specific characters to Unicode characters. However, the
default Unicode conversion may not work for the following types of characters:
● Characters that are in a Traditional Chinese encoding’s UDA/VDA (User
Defined Area/Vendor Defined Area) range.
● Characters that are in an encoding’s custom character range.
Those characters may not map to specific Unicode glyphs, so the glyphs that
correspond to these code points may differ from font to font. For example, a
character that is in an encoding’s UDA/VDA range may map to one glyph in a
font that uses the Taiwanese Big5 character mapping standard, but map to a
different glyph in a font that uses Hong Kong’s Big5 character mapping
standard. A character in an encoding’s custom character range may be mapped
to glyphs that are specific to a particular language or industry.

A Guide to QuarkXPress 2022 | 349

QuarkXPress includes mapping tables that make it easy to solve the first
problem. You can also create your own mapping tables to accommodate
projects that use custom characters.

Mapping for projects that use UDA/VDA characters

When you open a project created in a Chinese version of QuarkXPress 3 or 4,
QuarkXPress automatically highlights all UDA/VDA characters to indicate that
they should be checked to make sure they display the proper glyph. You can
turn off this highlighting by unchecking the Highlight characters defined by
Traditional Chinese font vendors box in the Fonts pane of the Preferences dialog
box(QuarkXPress/Edit >Preferences).
If a project’s highlighted glyphs display incorrectly, you may need to map the
characters in that project to Unicode using a mapping table. A mapping table is
a text file that tells QuarkXPress how to convert text that uses a particular flavor
of encoding to Unicode. Each mapping table contains a list of encoding-specific
code points and their corresponding Unicode codepoints.
If you know that a pre-8.0 project uses (for example) the Hong Kong Big5
encoding, you can use a Hong Kong Big5 mapping table to convert its
characters to Unicode when you first open the project in QuarkXPress 8.0 or
later. QuarkXPress ships with several such mapping tables. To use one of these
included mapping tables, first navigate to the “CustomMappingTables” folder:
● macOS: [DRIVE]:Library:Application
Support:Quark:QuarkXPress[version]:CustomMappingTables
● Windows:
[DRIVE]:\ProgramData\Quark\QuarkXPress[version]\CustomMappingTables
Within this folder are the following mapping table files:
● chinsimpmac.txt: Used for legacy files that use Mac OS X Simplified Chinese
encodings.
● chintradbig5.txt: Used for legacy files that use Traditional Chinese encodings.
● japanesemac.txt: Used for legacy files that use Mac OS X Japanese
encodings
● japanesewin.txt: Used for legacy files that use Windows Japanese encodings.
● koreanmac.txt: Used for legacy files that use Mac OS X Korean encodings.
● koreanwin.txt: Used for legacy files that use Windows Korean encodings.
As installed, these mapping tables contain instructions for creating custom
mappings, but they do not include any actual mappings. To utilize a special
mapping, you must replace one of these files with a file that does contain
mappings for a particular type of encoding. You can find such files in the folders

A Guide to QuarkXPress 2022 | 350

in the “LegacyMappingTables” folder (inside the “CustomMappingTables”
folder):
● Hong Kong: Contains a “chintradbig5.txt” file that maps Hong Kong Big5
characters to Unicode.
● Korean: Contains a “koreanmac.txt” file that maps Mac OS X Korean
characters to Unicode.
● Taiwanese: Contains a “chintradbig5.txt” file that maps Taiwan Big5
characters to Unicode.
For example, if you have a pre-8.0 project that uses the Hong Kong Big5
encoding, copy the “chintradbig5.txt” folder from the
LegacyMappingTables/Hong Kong folder to the “CustomMappingTables” folder,
replacing the existing “chintradbig5.txt” file (you may want to save a copy of the
original “chintradbig5.txt” file elsewhere). Then quit QuarkXPress, relaunch, and
open the project. When you open the project, QuarkXPress uses the Hong Kong-
specific mapping table to convert the project’s Big5 text to Unicode.
 Mapping tables are used only when opening pre-8.0 projects. Once you have
saved a project in the current QuarkXPress version format, the text is in
Unicode and the mapping table is no longer required.

Mapping for projects that use custom characters

If characters in a legacy project use an extended code range, those characters
may display incorrectly when you open that project in QuarkXPress 8.0 or later.
To fix this problem, you can change the way the problematic characters are
mapped to Unicode characters by using a custom mapping table. A mapping
table is a text file that tells QuarkXPress how to convert text that uses a
particular flavor of encoding to Unicode. Each mapping table contains a list of
encoding-specific code points and their corresponding Unicode code points.
To create a mapping table, first navigate to the “CustomMappingTables” folder:
● macOS: [DRIVE]:Library:Application
Support:Quark:QuarkXPress[version]:CustomMappingTables
● Windows: [DRIVE]:\Documents and
Settings\ProgramData\Quark\QuarkXPress[version]\CustomMappingTables
Within this folder are the following mapping table files:
● chinsimpmac.txt: Used for legacy files that use Mac OS X Simplified Chinese
encodings.
● chintradbig5.txt: Used for legacy files that use Traditional Chinese encodings.
● japanesemac.txt: Used for legacy files that use Mac OS X Japanese
encodings.

A Guide to QuarkXPress 2022 | 351

● japanesewin.txt: Used for legacy files that use Windows Japanese encodings.
● koreanmac.txt: Used for legacy files that use Mac OS X Korean encodings.
● koreanwin.txt: Used for legacy files that use Windows Korean encodings.
As installed, these mapping tables contain instructions for creating custom
mappings, but they do not include any actual mappings. To create custom
mappings, open the file that corresponds to the encoding used by the target
project, and then follow the instructions in the file to create the mappings you
need. Then quit QuarkXPress, relaunch, and open the project. When you open
the project, QuarkXPress uses your custom mapping table to convert the
project’s characters to Unicode.
 Mapping tables are used only when opening pre-8.0 projects. Once you have
saved a project in the current QuarkXPress version format, the text is in
Unicode and the mapping table is no longer required.

Type Tricks
Type Tricks adds the following typographic utilities: Make Fraction, Make Price,
Word Space Tracking, Line Check, and Custom Underline.

Make Fraction
The Make Fraction command (Style > Type Style) enables you to format
fractions automatically. This command becomes active when a fraction is
selected or the cursor is placed adjacent to (and on the same line as) the
characters that make up the fraction. Examples of fractions that could be
formatted are: 11/42, 131/416, and 11/4x.
To convert characters into a fraction, select the characters and choose Style >
Type Style > Make Fraction.
The characters in the fraction are converted using Baseline Shift and the
formatting specified in the Fraction/Price tab of the Preferences dialog box
(QuarkXPress/Edit > Preferences > Application > Fraction/Price).

Make Price
The Make Price command (Style > Type Style) enables you to format prices
automatically. This command is available when text that can be formatted as a
price (such as $1.49, £20.00, and a.bc) is selected or the cursor is adjacent to
(and on the same line as) any of the characters. A price must contain a radix
(decimal symbol), which is indicated by a period or comma. Characters before
and after the radix can be only letters or numbers.

A Guide to QuarkXPress 2022 | 352

To convert characters to a price, select the characters you want to format and
choose Style > Type Style > Make Price.
When you apply Make Price, QuarkXPress automatically applies the superior
type style to the characters that follow the radix.
The appearance of converted fractions and prices is determined by the values
and selections entered in the Fraction/Price tab of the Preferences dialog box
(Edit > Preferences > Application > Fraction/Price).

Word Space Tracking

The Word Space Tracking feature enables you to apply tracking to word spaces
only. (Tracking values are normally applied between both characters and
words.) This feature can only be accessed through keyboard commands.
 Word Space Tracking is applied by applying manual kerning after each
selected space. To remove Word Space Tracking, select the text and then
choose Style > Remove Manual Kerning

Line Check
Use the Line Check feature to find widows, orphans, loosely justified lines, lines
that end with a hyphen, and text box overflow. Line Check (Utilities > Line
Check) moves through a document, highlighting questionable lines.
To specify what Line Check should look for, display the Search Criteria dialog
box (Utilities > Line Check > Search Criteria) and check the categories of
undesirable typography you want to search for:
● Loose Justification is a justified line containing word or character spaces
that exceed the maximum word or character space values in the hyphenation
and justification specifications applied to the paragraph.
● An Auto Hyphenated line ends with a hyphen placed by the automatic
hyphenation function.
● A Manual Hyphenated line ends with a hyphen entered by a user.
● A Widow is the last line of a paragraph, less than a full measure wide, that
falls at the top of the following column or page.
● An Orphan is the first line of a paragraph that falls at the bottom of a column
or page.
● Text Box Overflow occurs when text cannot be displayed within its text box.
This condition is represented by an overflow symbol in the lower right corner
of a text box.

A Guide to QuarkXPress 2022 | 353

To search the entire document, place the cursor somewhere in the text and
choose Utilities > Line Check > First Line. To search from the location of the
cursor to the end of the document, place the cursor where you want to start the
search and choose Utilities > Line Check > Next Line or press
Command+;/Ctrl+;. To continue the search, press Command+;/Ctrl+;.

Custom Underline
The Custom Underline feature lets you customize the color, shade, width, and
offset of underlines. Custom underlines behave much like type style underlines,
but can be customized with more control over the underline attributes.
Custom underline styles work much like style sheets. To create, edit, or delete an
underline style, choose Edit > Underline Styles. To apply a custom underline
style, choose its name from the Style > Type Style > Underline Styles submenu.
To apply a custom underline, select the text you want to underline and choose
Style > Type Style > Underline Styles > Custom . In the Underline Attributes
dialog box, you can specify the color, shade, width, and offset of the underline.
To remove a custom underline, select the text and then choose Style > Type
Style > Underline Styles > Remove Custom Underline.

Hyperlinks
In most HTML tools, you create a hyperlink by selecting a range of text or an
image and then entering the URL into a field. QuarkXPress does things a little
differently.

A Guide to QuarkXPress 2022 | 354

The Hyperlinks palette

Destinations
A destination is a “container” for a particular URL. Just as a QuarkXPress project
can contain lists of colors and style sheets, it can contain a list of destinations.
Each destination contains one of the following types of URL:
● URL: Points to a particular resource on the Web.
● Page: Points to a particular page in the same layout.
● Anchor: Points to a particular part of a page in the layout.

 Although the user interface differentiates between URLs, pages, and anchors,
the actual link included in the exported HTML file is always a URL.
Just like colors and style sheets, each destination has a name. You can give any
name you want to a destination. For example, if you have a destination for the
URL http://www.quark.com, you could name it “Quark Web Site.”
Just as you can see a list of a project’s colors in the Colors palette, you can see
the list of a project’s destinations in the Hyperlinks palette. And just as you can
apply a color from the Colors palette, you can “apply” a destination to the
selected text or item by clicking that hyperlink in the Hyperlinks palette.
You can edit your list of destinations in the Hyperlinks dialog box (Edit menu).
Note that as with colors, a project’s destination list can contain destinations
that are not actually used in the project.
 If you prefer to create hyperlinks by selecting something and then entering a
URL, you can still do so in QuarkXPress. However, you should be aware that
when you do so, you are creating a destination, and that destination will be
added to the project’s list of destinations and listed in the Hyperlinks palette.

A Guide to QuarkXPress 2022 | 355

Anchors
An anchor is simply a marker that you have attached to an object somewhere in
the layout. You can attach anchors to the following:
● A word, character, or string in a raster or HTML text box or in text on a path
● A picture box
● A particular area in an image map
● A particular cell in a table
● An empty box
● A line
In QuarkXPress, anchor indicators look like this: or .

Creating a destination
A destination contains a URL that a hyperlink can point to. To create a
destination:
1 Choose Window > Hyperlinks. The Hyperlinks palette displays.
● To specify the URL manually, choose URL, and then either type the URL in
the URL field or use the Select button to create a path to a particular file.
(Keep in mind that you must make sure the path is still valid in the
exported HTML page.) You can choose from four common protocols
using the drop-down menu next to the URL field.
● To link to a different page in the same layout, choose Page from the Type
field and then choose a page from the Page drop-down menu.
● To link to a particular anchor in the same layout, choose Anchor from the
Type field and then choose an anchor from the Anchor drop-down menu.
2 Click OK. (If you are adding multiple destinations, press Shift while you click
OK, and the New Hyperlink dialog box will remain open.)

Create a destination using the New Hyperlink dialog box.

A Guide to QuarkXPress 2022 | 356

Creating an anchor
An anchor is simply a pointer to a specific place in a layout. To create an anchor:
1 Choose Window > Hyperlinks. The Hyperlinks palette displays.
● Click the New Anchor button in the Hyperlinks palette.
● Choose Style > Anchor > New.
● Display the Hyperlinks palette menu and choose New Anchor.
● Display the context menu for the selected text or item and choose Anchor
> New.
2 Enter a name for the anchor in the Anchor Name field or choose an unused
anchor name from the drop-down menu.
3 Click OK.

Configure a new anchor using the New Anchor dialog box.

 To create an “empty” anchor, deselect everything and then click the New
Anchor button in the Hyperlinks palette. Use this method to create hyperlinks
that point to anchors in parts of the layout that you don’t have access to or
that you haven’t created yet.

Creating a hyperlink using an existing destination

A hyperlink is a text string, box, or line that points to a particular destination. To
create a hyperlink using an existing destination, select the range of text or
picture box you want to use as the hyperlink, and then do one of the following:
● Click a destination in the Hyperlinks palette.
● Choose Style > Hyperlink > [destination].
● Display the context menu for the selected text or item and choose Hyperlink
> [destination].

Creating a hyperlink from scratch

A hyperlink is a text string, box, or line that points to a particular destination. To
create a hyperlink and a destination at the same time:
1 Select the range of text or item you want to use as the hyperlink.

A Guide to QuarkXPress 2022 | 357

 ● Click the New Hyperlink button in the Hyperlinks palette.
● Choose Style > Hyperlink > New.
● Display the context menu for the selected text or box and choose
Hyperlink.
● To specify the URL manually, choose URL, and then either type the URL in
the URL field or use the Select button to create a path to a particular file.
(Keep in mind that you must make sure the path is still valid in the
exported HTML page.) You can choose from four common protocols
using the drop-down menu next to the URL field.
● To link to a different page in the same layout, choose Page and then
choose a page from the Page drop-down menu.
● To link to a particular anchor in the same layout, choose Anchor and then
choose an anchor from the Anchor drop-down menu.
2 Click OK.

Showing links in the Hyperlinks palette

The Show buttons and drop-down menu in the Hyperlinks palette let you control
what is displayed in the palette’s scroll list:
● Click the Show Destinations button to show destinations.
● Click the Show Anchors button to show anchors.
● Click the Show Page Links button to show links to pages in this layout.
● Choose Name to show items in the list by their names, or choose Link to
show items in the list by their URL.

Formatting hyperlinks
By default, hyperlinked text is underlined and colored according to the default
colors defined in the Preferences dialog box (Print Layout or Digital Layout >
General). You can override the default appearance of individual hyperlinks by
selecting the specific word(s) in the hyperlink and applying the desired
formatting (color, size, and font).
If you change the formatting of a paragraph that contains hyperlinked text, the
hyperlinks will reflect the font and font-size changes of the paragraph, while
retaining their default color and underlined text formatting.

A Guide to QuarkXPress 2022 | 358

Editing and deleting destinations
To edit the name or URL of a destination, select the destination in the Hyperlinks
palette and click the Edit button . Any changes you make apply to all
hyperlinks in this layout that use the destination.
To delete a destination, select the destination in the Hyperlinks palette and click
the Delete button . All hyperlinks to this destination are removed from the
layout.
Alternatively, you can edit and delete destinations using the Hyperlinks dialog
box (Edit menu).

Editing and deleting anchors

To edit the name of an anchor, select the anchor in the Hyperlinks palette and
click the Edit button . You can edit the name of the anchor and the anchor
itself. If an anchor does not have a name, only the anchor displays in the
Hyperlinks palette.
To delete an anchor, select the anchor in the Hyperlinks palette and click the
Delete button . All hyperlinks to this anchor are removed from the layout.
Alternatively, you can edit and delete anchors using the Hyperlinks dialog box
(Edit menu).

Editing and deleting hyperlinks

To edit the destination of a hyperlink, select the hyperlink in the layout, click the
Edit button in the Hyperlinks palette, and then enter a new value in the URL field
or choose an option from the drop-down menu next to the URL field.
To remove the destination of a hyperlink, select the hyperlink in the layout and
then click No Hyperlink in the Hyperlinks palette or choose Style > Hyperlink >
Delete.

Navigating using the Hyperlinks palette

In addition to creating hyperlinks in the Hyperlinks palette, you can use the
Hyperlinks palette to navigate to hyperlinks and anchors in the active
QuarkXPress layout. To navigate using the Hyperlinks palette:
● To view a destination that is a URL, double-click that destination in the
Hyperlinks palette. The URL is passed to the designated Web browser.
● To navigate to an anchor in the active layout, double-click the anchor’s name
in the Hyperlinks palette.

A Guide to QuarkXPress 2022 | 359

Bookmarks Integration
While creating digital publications as PDF documents, QuarkXPress users will
be able to integrate Bookmarks to make PDFs more interactive and easier for
readers to navigate directly to the selected page, section, or text.
Users can create nested/grouped bookmarks within the document to show
parent-child relationships in an expandable-and-collapsible list.

A Guide to QuarkXPress 2022 | 360

Bookmarks Palette

A Guide to QuarkXPress 2022 | 361

Using Bookmarks:
1 Select the text where you want to create a bookmark and click on the ‘New’
bookmark button in the Bookmarks palette (by default, the text user selects
becomes the bookmark label).
2 Create a bookmark at cursor position without selecting the text, by default
the bookmark name is New Bookmark 1, New Bookmark 2, … New Bookmark
n.
3 Visual indicator for bookmark is visible at the relevant location in layout
(start of selected text or at the cursor position) when user clicks on View->
Visual indicator.

Bookmarks in layout in Bookmarks palette

4 To rename a bookmark, select the bookmark label in the bookmark palette,

single click on it to enable inline editing of the bookmark label.
5 The bookmark will be created at the 0th level if no bookmark is selected.
6 Select an existing bookmark label and create new bookmarks; these
bookmarks will be created as child bookmarks for the selected bookmark.
Users can create nested bookmarks to the nth level.
7 Users can expand and collapse the hierarchical list of a parent bookmark.

A Guide to QuarkXPress 2022 | 362

 8 Select a bookmark and delete it using the Delete Bookmark button. On
deleting a parent bookmark, its child bookmarks will also get deleted.
9 Drag-and-drop bookmarks within the Bookmarks palette to either rearrange
their position or to create a new parent-child relation.
10 To rearrange a bookmark, select the bookmark and drag-and-drop it on top
of the destination bookmark. A dark line will be displayed over the drop
location before releasing the dragged bookmark.
11 To create a nested bookmark, select the bookmark and drag-and-drop it over
the destination bookmark. The destination bookmark will appear highlighted
before releasing the dragged bookmark.
12 Navigate to bookmark on the layout by double-clicking on the corresponding
bookmark icon or bookmark label in the Bookmarks palette. In case the
bookmark label is already selected in the palette, the user can double-click
on the bookmark icon to navigate to the corresponding bookmark on the
layout. If the bookmark label is not selected in the palette, the user can
double-click on the bookmark label or on the bookmark icon to navigate to
the corresponding bookmark on the layout.
13 To delete all the bookmarks for selected text, invoke the Bookmarks palette
flyout menu and select Delete Bookmarks for Selected Text. To delete all the
bookmarks for an entire story, invoke the Bookmarks palette flyout menu and
select Delete Bookmarks for Entire Story.
14 On copy/pasting the bookmarks, the pasted bookmarks will be created at the
0th level. If a bookmark with the same name already exists in the Bookmarks
palette, the pasted bookmark will have a suffix with a number.
15 Bookmarks are duplicated on duplicating the layout. The bookmark hierarchy
and bookmark names are retained in the duplicated layout.

A Guide to QuarkXPress 2022 | 363

PDF Export options for Bookmarks

16 To export the layout bookmarks as PDF, under Include Hyperlinks in PDF

Export Options, Export as Bookmarks choose to either export the Layout
Bookmarks or export Lists as Bookmarks. In PDF output, the same
bookmark hierarchy is maintained as is visible on the Bookmarks palette.
Users can click on the bookmarks in the PDF to navigate to the
corresponding page in the PDF.

A Guide to QuarkXPress 2022 | 364

Indic Support

Overview
To help customers publish in popular Indic languages, QuarkXPress 2019 now
offers native support for Indic Unicode fonts as well as embraces native OS
features for keyboard input methods for Indian languages. It also supports
analyzing and reordering characters as per Indic orthographic syllable
boundaries; conjunct creation and glyph positioning; Hunspell library support
for 11 Indian languages that offer spell checking and hyphenation methods; text
input through keyboard, copy & paste and import.

Text and Typography support

Quark now offers core text and typography features in QuarkXPress to enable
Indian publishers to build and publish documents in various Indian languages
that support Unicode fonts. QuarkXPress supports the latest Unicode, ICU and
Harfbuzz libraries.
QuarkXPress provides support for 11 popular Indian languages:
Hindi, Bengali, Tamil, Telugu, Malayalam, Kannada, Punjabi, Odia, Gujarati,
Marathi, and Assamese

Support for Indic Unicode Fonts

QuarkXPress offers support for all Indic Unicode fonts. Users can obtain Indic
Unicode Fonts from font vendors like any other fonts (Latin script fonts) without
having to use specialized third-party XTensions to support keyboard mapping
and other Indic language features.

Integration with Input Method Editors (IMEs)

QuarkXPress supports all the default Input Method Editors (IMEs) for different
Indian languages on both Win and Mac. It also supports the Input Methods
offered by different vendors.

Indic text input

QuarkXPress supports the input of text in popular Indian languages. Indic text
can be input through a keyboard, online keyboard viewer, text copy and paste,
text import, text drag and drop. It also supports analyzing and reordering

A Guide to QuarkXPress 2022 | 365

characters as per Indic orthographic syllable boundaries; conjunct creation,
glyph shaping and glyph positioning.
 In case the font applied on the text is missing, Indic text might not reorder/
render properly

Indic text deletion

QuarkXPress supports Unichar- based text deletion for Indic text using the
Backspace key. It also supports syllable-based text deletion using the Forward
Delete key.

OpenType features
QuarkXPress supports OpenType features used by Indic scripts, namely:
● ‘nukt’: Nukta form substitution
● ‘akhn’: Akhand form substitution
● ‘rphf’: Reph glyph form substitution
● ‘rkrf’: Rakaar form substitution
● ‘blwf’: Below-base form substitution
● ‘half’: Half form substitution
● ‘vatu’: Vattu variant substitution
● ‘cjct’: Conjunct form substitution
● ‘pres’: Pre-base substitution
● ‘abvs’: Above-base substitution
● ‘blws’: Below-base substitution
● ‘psts’: Post-base substitution
● ‘haln’: Halant form substitution
● ‘abvm’: Above-base marks positioning
● ‘blwm’: Below-base marks positioning
These OpenType features are enabled by default for Indic scripts in
QuarkXPress. On inputting Indic text, OpenType glyph substitution and glyph
positioning changes occur automatically to allow glyph reordering and conjunct
creation. There is no separate UI to view/ customize these OpenType features in
QuarkXPress.

A Guide to QuarkXPress 2022 | 366

Spell Check
QuarkXPress offers support for Hunspell libraries to allow spell checking in
popular Indian languages. Users can spell check their Indic language
documents, replace/ replace all suspect words, skip words, add words to the
auxiliary dictionary. The auxiliary dictionary is in XML based format, and the
user can also externally add words to it.

Spell Check in Indic language

Hyphenation
● QuarkXPress offers support for Hunspell libraries to allow hyphenation and
line breaking in popular Indian languages.
● QuarkXPress supports syllable-based hyphenation support for Indian
languages.
● Users can view the hyphenation of the current/ selected word using
Suggested Hyphenation.
● Users can customize the hyphenation of Indic words by adding them to the
Hyphenation Exception for the desired language.

A Guide to QuarkXPress 2022 | 367

Hyphenation Exception in Indic languages
● Users can customize the hyphenation rule by editing the Auto Hyphenation
settings in the H&J set (Edit the values for Smallest Word, Minimum Before,
Minimum After)

Edit Auto Hyphenation settings

● By default, the Auto hyphen character is displayed in the text while

hyphenating words in Hindi, Bengali, Punjabi, Marathi, Gujarati, Assamese
languages. While in the case of Telugu, Kannada, Tamil, Malayalam, Odia
languages, the Auto hyphen character is not displayed in the story.

Hyphenation in the Hindi language

A Guide to QuarkXPress 2022 | 368

Hyphenation in the Telugu language
● QuarkXPress allows the customization of default settings for display auto
hyphen in different Indian languages.

Windows: Go to QuarkXPress application folder > Edit the Settings.xml

Mac: Invoke the contextual menu for the QuarkXPress application > Go to Show
Package Contents > Contents > Shared Support > Settings.xml. Copy the
Settings.xml to Mac HD/ Users/ Current User/ Library/ Application Support/
QuarkXPress 2022 > Edit the Settings.xml.
Mac App Store build: Invoke the contextual menu for the QuarkXPress
application > Go to Show Package Contents > Contents > Shared Support >
Settings.xml. Copy the Settings.xml to Mac HD/ Users/ Current User/ Library/
Containers/ com.quark.quarkxpress.infinity/ Data > Library/ Application
Support/ QuarkXPress 2022 > Edit the Settings.xml
In Settings.xml file, value for ‘true’ means Auto Hyphen will be displayed; value of
‘false’ Auto Hyphen will not be displayed.

Drop Caps
QuarkXPress supports syllable- based Drop Caps support for Indian languages.
Irrespective of the Drop Cap character count, if the character is a syllable, then
Drop Cap will be applied on the complete syllable. On incrementing the Drop Cap
character count thereafter, Drop Cap will be applied on the next character only
after the count exceeds the number of glyphs composing the previous syllable.

A Guide to QuarkXPress 2022 | 369

Drop Cap in Indic language

Find/ Change
QuarkXPress supports syllable- based Find/ Change support for Indian
languages. Only a complete syllable will be searched and replaced. Users can
search and replace Indic text along with attributes.

Find/ Change in Indic language

Enhanced Glyph palette support

QuarkXPress now offers enhanced Glyph palette support for Indic glyphs. Indic
glyphs can be inserted from the Glyph palette. Indic glyphs are now classified as
per Unicode blocks in the Show pop menu in Glyph palette. Users can select the
desired Unicode block for the Indic script and insert glyphs.

A Guide to QuarkXPress 2022 | 370

Glyph palette

Font grouping, Font fallback, Font Locking, Language

locking
● QuarkXPress allows grouping of Indic fonts as per script in the font menus.

A Guide to QuarkXPress 2022 | 371

Indic fonts grouped as per script in the font menu
● QuarkXPress supports font fallback for Indic scripts. User can define the
preferred fallback font of their choice for Indic scripts (Preferences > Font
Fallback)

A Guide to QuarkXPress 2022 | 372

Define preferred fallback fonts for Indic scripts

● QuarkXPress supports font locking for Indic scripts. This helps in preventing
users from mistakenly applying different script font on the Indic text.
● QuarkXPress supports language locking for Indic scripts. This helps in
preventing users from mistakenly applying different text language on the
Indic text.

Kerning/ Tracking
QuarkXPress supports syllable- based Kerning and Tracking for Indic text.

Kerning in Indic Language

A Guide to QuarkXPress 2022 | 373

Tracking in Indic Language

Support for Zero Width Joiner and Zero Width Non-

Joiner
QuarkXPress offers support for Zero Width Joiner and Zero Width Non-Joiner in
Indic text. Zero Width Joiner is used to prevent a ligature-conjunct from forming;
it is used to prevent the display of reph. Zero Width Non-Joiner is used to
prevent conjunct ligature or half forms from forming and to display an explicit
halant form instead.

Zero Width Joiner and Zero Width Non-Joiner

QuarkXPress allows input of Zero Width Joiner and Zero Width Non-Joiner:
● Input from Utilities menu > Insert Character > Special
● Input using key commands (Zero Width Joiner: Ctrl+Alt+Shift+1 (Win),
Cmd+Opt+Shift+1 (Mac), Zero Width Non-Joiner: Ctrl+Alt+Shift+2 (Win),
Cmd+Opt+Shift+2 (Mac)

A Guide to QuarkXPress 2022 | 374

Zero Width Joiner and Zero Width Non-Joiner menus and shortcuts

● Input using text copy and paste

● Input using the text import

A Guide to QuarkXPress 2022 | 375

Pictures

You can import and paste pictures from image-editing or other graphic
applications into QuarkXPress. Once a picture is in a box, you can perform a
number of operations on it, such as altering its position, changing its size, or
skewing or flipping it.

Working with pictures

QuarkXPress provides a wide variety of tools for working with pictures.
If an article contains pictures, you can view and manipulate pictures in
QuarkCopyDesk. You can also create picture components.

Importing a picture
To import a picture, do one of the following:
● Choose File > Import.
● Select the Picture Content tool , select a picture box, and then choose File >
Import.
● Select the Picture Content tool , select a picture box, and then paste a
picture from the clipboard.
● Drag a picture file from the file system onto a picture box.
● Drag a picture file from the file system onto a page.
● Drag a picture from another application onto a picture box.
● Press Command/Ctrl and drag a picture file from the file system onto a text
box, a no-content box, an empty picture box, or a box that contains a picture.
● Press Command/Ctrl and drag a picture from another application onto a text
box, a no-content box, an empty picture box, or a box that contains a picture.
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.
When you import a picture, the image is imported at full size, with the origin
(upper-left corner) in the upper-left corner of the box’s bounding box. With the
Picture Content tool selected, the picture’s full image displays beyond the box
boundary.

A Guide to QuarkXPress 2022 | 376

You may need to resize or reposition a picture after you import it to make it fit
properly within its box.
● Choose File > Import.
● Drag a picture file from the file system onto a picture component. If the
component contains a picture, press Command/Ctrl to replace it.
● Drag a picture from another application onto a picture component. If the
component contains a picture, press Command/Ctrl to replace it.
● Drag a picture file from the file system onto a text component and press
Command/Ctrl to make the component accept the picture.
● Drag a picture from another application onto a text component and press
Command/Ctrl to make the component accept the picture.

Stock Images
QuarkXPress has a Stock Images Palette for users to search and use high
resolution royalty-free images available on multiple online platforms like
Unsplash, and Pexels. Users can add these images to the layout by simply drag
and drop, and simultaneously downloading them locally. For future reference,
users can add images from the Stock Images Palette to the Favorites collection.

Using Stock Images

 Note: On invoking the Stock Images Palette, it will display trending images by
default from Pexels.

A Guide to QuarkXPress 2022 | 377

Stock Image Palette

Add Images
Enter the search keyword as per the requirements and browse for the desired
images; the same can be selected, dragged, and dropped into the picture box.
This will also download images locally for future use. User can also simply
select the picture box and double-click on the image in Stock Images Palette,
which installs the image into the selected box.

A Guide to QuarkXPress 2022 | 378

Stock Image Palette Search
 Also, while importing the image very first time, user need to agree the terms
and conditions.

Favorite Images
The image palette also allows tagging images as favorites for quick and easy
access whenever needed. While hovering the cursor over the images, a heart-
shaped icon appears to add the respective image to the favorite collection.

A Guide to QuarkXPress 2022 | 379

Below the search bar, the heart-shaped icon on left shows the number of
images in the favorite collections. To remove image(s) from favorites, click on
the heart-shaped icon over the image and the count will reduce.

Favorite Images

Please note that Favorites is maintained individually for all the images platforms
and sources.

A Guide to QuarkXPress 2022 | 380

Image Attributes
On hovering the mouse over an image will show multiple icons for info, favorites,
etc. On clicking the Info icon, the “Photo Information” dialog appears which
contains information about the photographer, photographers’ profile, and
various image-related information. In addition, users can visit a photographer’s
profile page by clicking on the links available in the same dialog box. This helps
in avoiding any copyright infringement and in the approval of using the image
without any modifications.

Image Attributes

Image Download Location

User can change the default download location by selecting Download Options
in Stock Image Palette Options and setting the custom location.
By default, all images are downloaded at user/Pictures/Pexles OR
user/Pictures/Unsplash folders respectively, as per the image source selected
while adding into the layout.

A Guide to QuarkXPress 2022 | 381

Download Images

Images that are downloaded once from the Stock Images Palette will be saved
in the system when the user drags and drops the same image from Stock
Images Palette, the image already downloaded gets installed on the layout.

A Guide to QuarkXPress 2022 | 382

Download Location

How to test
● Search different types of Images.
● Add the selected images into layout by dragging and dropping.
● Double-clicking the image to add it in the selected picture box layout.
● You can replace the existing single or multi-selected image boxes.
● If you do not want to replace the existing image in the picture box, hold the
“Cmnd/Ctrl” to import the image in a new box while dragging the image from
Stock Image palette.
● Add images into your favorite list for quick access or remove them from the
list.
● View image information by clicking on Info icon.
● Images downloaded path can be viewed through info dialog by clicking on
Downloaded path.
● Custom download location be set for images which are imported using Stock
Images through Palette Option in Stock Images palette.

A Guide to QuarkXPress 2022 | 383

Spring Loading on Cursor
QuarkXPress 2019 introduces support for “spring loading” of images and text
on the cursor. This allows you to select multiple files (picture or text) at one
time, and then place them into the layout one after the other - either into
existing boxes, or creating new boxes dynamically - without needing to return to
the Import dialog.

Spring Loading Images

A Guide to QuarkXPress 2022 | 384

Spring Loading Text files

How it works
● In the import dialog, you can select multiple images or text or combination of
images and text files to import.
● The cursor will change to show you a thumbnail of the next file to place, and
a counter showing how many more files are waiting on the cursor to place;
allowing you to click onto the document page and place them as desired.
● You can import into an existing box by clicking on it, or create a new box -
which will be created according to the image size for pictures, or between the
margins for text boxes - by clicking onto an empty area of the page.
● You can drag and drop files onto document canvas to spring load the files
onto the cursor.
● You can replace the image/text by pressing the Command+Shift or Ctrl+Shift
and click on the box.
● You can cycle through the images/text by using the arrow keys in the
keyboard.

A Guide to QuarkXPress 2022 | 385

● The user may append to existing text box content by using Cmd+Shift or
Ctrl+Shift key and click in between the story, the story will flow from the
clicked location.
● User may add additional items to spring-loaded cursor by selecting
additional files in the import dialog.
● You can have different spring-loaded cursor for different layout or project.
● When you drag and drop a text file to a QuarkXPress layout, a new text box
will be created automatically and it will always fit within the page margins.
● When the user drops into a box irrespective of whether it has any existing
content or not, it will create a new box above existing box and image/text will
be placed in it. It will not replace the existing content.
● When the user drops the image into other box types (none/text), it will create
a new box and place the text/image in the newly created box.
● User can remove spring-loaded items from the cursor by the Escape key.
● You can undo and redo the placement of images and text dropped through
spring loading cursor.


The thumbnail preview is only available for images in this version of
QuarkXPress.


In case you want to use the legacy Drag and Drop behavior, you need to press
the Shift key while dragging the image/ text file.

Spring Loading Progress Bar

In QuarkXPress 2019 (v15.1), we have implemented the progress bar to show

what is actually happening during the spring loading. In the progress bar, the
status is shown for the files which are getting loaded into the cursor. Once the
files are loaded into the cursor, the user can drop into the layout or selected box.
How to use it?
1 Select multiple text files or images and import and verify the progress bar.
2 Select multiple text files or images and drag and drop into the layout and
verify the progress bar.

A Guide to QuarkXPress 2022 | 386

3 Cancel the progress and observe the contents are loaded and the operation
is canceled and the rest of the contents are not loaded into the cursor.

Moving pictures
You can move pictures inside their boxes with:
● the Picture Content tool
● the Measurements palette
With the Picture Content tool selected, you can click any part of an image,
regardless of its position in its box. You can also nudge a picture in its box by
using the arrow keys.


If the Item tool is selected when you are using the arrow keys on the keyboard,
the box will move instead of the picture within the box. See “Moving items” for
more information about moving pictures.

Resizing pictures
You can scale pictures to make them larger or smaller using:
● the Picture Content tool
● the Measurements palette
● the Style menu
After importing a picture into a box, you can choose Fit Box to Picture and Scale
Picture to Box from the context menu (or Style menu). Press the Shift key while
resizing a picture with the Picture Content tool to resize the picture
proportionately.
You can scale pictures to make them larger or smaller by clicking and dragging
the round picture handles on the corners and sides of the picture. Press the
Shift key while resizing a picture to resize the picture proportionately. Press
Shift+Option/Shift+Alt while dragging a corner handle to resize the picture
proportionately from the center. You can also scale pictures using the Style
menu, the Measurements palette, or the context menu.
To scale a picture proportionally so that its largest dimension fits inside the
picture component, choose Scale Picture to Box from the context menu or Style
menu. To scale a picture proportionally so that it completely fills the picture

A Guide to QuarkXPress 2022 | 387

component, choose Scale Picture to Fill Box from the context menu or Style
menu.

Cropping pictures
If you only want a portion of your image to display, you can manually crop it by
adjusting the size of the box.

Rotating and skewing pictures

Rotating a picture sets it at a different angle within the box, while skewing a
picture applies a slanted look to it.
To rotate a picture, select the Picture Content tool and move the mouse over
one of the picture’s corner handles. A Rotation pointer displays according to
the selected corner. Drag the pointer to rotate the picture. You can also enter
rotate values for a picture in the Picture Angle field of the Measurements palette
(Home tab).
To skew a picture, enter a value in the Picture Skew field of theMeasurements
palette (Home tab).
To rotate a picture, move the mouse over one of the picture’s corner handles. A
Rotation pointer displays according to the selected corner. Drag the pointer to
rotate the picture. You can also enter rotate values for a picture in the Picture
Angle field of the Measurements palette (Home/Classic tab).
To skew a picture, enter a value in the Picture Skew field of the Measurements
palette (Home/Classic tab).

Coloring and shading pictures

You can apply color and shade values to the shadows and middle tones of
black-and-white and grayscale pictures using the Colors palette (Window >
Colors), (Style > Picture), the Measurements palette, or the Style menu. You can
also apply color to the picture background and the box background.
● To apply color to a black-and-white or grayscale picture, select the Picture
Color icon and click a color name.
● To apply color to the background of a black-and-white or grayscale picture,
select the Picture Background Color icon and click a color name.

Flipping pictures
You can flip the contents of a picture box from left to right and from top to
bottom using the Style menu (Style > Flip Horizontal or Style > Flip Vertical) or

A Guide to QuarkXPress 2022 | 388

the Home tab of the Measurements palette (click the flip horizontal icon or the
flip vertical icon ).

Listing, verifying status of, and updating pictures

The Usage feature (Utilities menu) lets you keep track of all your imported
pictures. To use this feature, choose Utilities > Usage, then click Pictures to
display the Pictures pane.
The Show button displays the selected picture in the layout.
The Update button lets you relink to another image or update the missing and
modified pictures. To update modified pictures without a confirmation alert,
Option+click/Alt+click the Update button.

Specifying background colors for pictures

To increase your design options with pictures, you can modify box color, picture
color, and picture background color. See “Coloring and shading pictures” for more
information.
● For gray pixels, the picture color and picture background color are mixed.
● If you specify different opacities for the picture color or picture background
color, the colors will interact with each other and the box color.


Grayscale and 1-bit images only: When you open a project from a previous
version of QuarkXPress, the box color is mapped to the picture background color
so the picture looks the same.

Maintaining picture attributes

When you import a picture into a picture box — whether or not the picture box
already contains a picture — you can retain all picture attributes. For example, if
an empty picture box in a template specifies that the picture should be scaled
50% and rotated 90 degrees, you can import a new picture and those attributes
are automatically applied.
To import a picture and retain the attributes specified for the box and/or the
existing picture, check Maintain Picture Attributes in the Import dialog box (File
menu).

A Guide to QuarkXPress 2022 | 389

To import a picture and retain the attributes specified for the component and/or
the existing picture, check Maintain Picture Attributes in the Import dialog box
(File menu).

Editing the raster image

You can edit imported raster images right in QuarkXPress. The options that are
enabled depend on the color mode of the image. For instance, Invert will only be
available for 1 Bit images.
To edit the raster image of the imported picture in QuarkXPress:
1 Select the image you want to edit.
2 Display the Image Editing palette (Window > Image Editing).

3 Edit the image using the controls on the palette. As you apply effects to the
selected image, you will see the effects immediately in the layout. The effects
you have applied to the image will be listed on the palette. You can rearrange
the order in which the effects are applied (on Windows by dragging them into
position and on Mac OS using the up/down arrows next to the applied
effects) as well as delete any you do not want.

A Guide to QuarkXPress 2022 | 390


Once you have specifed the effects for the selected picture, you can copy the set
of attributes and apply them to other images.


You can access the image editing abilities by choosing Style > Image Editing or
by right-clicking the image and choosing Image Editing from the context menu.

The picture effects are applied as non-destructive effects and will be applied
upon output. You can save the picture with or without the picture effects
applied. (File > Export Picture).

A Guide to QuarkXPress 2022 | 391

Using the Picture Export Options palette, select the applied picture effects you
want to save with the picture and specify the following attributes:
● Maximum Resolution
● Pictue Box Bleed
● Color Mode
● Format
You can also choose to Overwrite Original Picture and Link Layout to New
Picture.

Filters
Use the Filters drop-down menu to select a filter to apply to the image.

● Despeckle - Detects the edges in a picture and blurs all of the picture except
those edges. It removes noise while preserving detail, and can be useful for
removing dust from a scanned image.
● Gaussian Blur - Smoothes transitions by averaging pixels next to hard edges
of defined lines and shaded areas in a picture. By checking Blur Picture
and/or Blur Mask, you can apply this filter separately to pictures and their
alpha masks..
● Unsharp Mask - Compares pixel values in a defined area to the specified
threshold value. If a pixel has a lower contrast value than the threshold value,
its contrast is increased.
● Find Edges - Outlines the edges of a picture with dark lines against a white
background.
● Solarize - Blends negative and positive areas of a picture, producing a
photographic solarization effect. To use the Solarize dialog box, enter a

A Guide to QuarkXPress 2022 | 392

 Threshold value in the field or drag the slider. The value specifies which
pixels to modify - those with values lower than the threshold are considered
negative and those with values higher than the threshold are considered
positive. The pixel values are then inverted.
● Diffuse - Shuffles pixels so the picture looks less focused.
● Emboss - Makes areas of the picture appear raised or stamped.
● Embossing Effects - When the Emboss filter is applied, you can specify the
direction from which to raise or stamp the picture using the Embossing
Effects filter. Click the directional arrows in the Embossing Effects dialog box
to apply different directions. For example, clicking the upper-right arrow
might specify that when you pushed a stamp onto an object, you pushed
slightly to the right, smearing the stamp in that direction.
● Edge Detection - Displays only edges of the picture, suppressing the
remaining colors. The Edge Detection dialog box provides two mathematical
methods for determining edges: Sobel and Prewitt. The Sobel method might
be more precise because it considers more surrounding pixels in its
calculations.
● Trace Contour - Thinly outlines the transitions of major brightness areas for
each color channel, producing a black-and-white outline of the picture. You
have the option to invert the results as well.
● Add Noise - Applies random pixels to a picture to simulate pictures shot
using high-speed film. The filter applies an even pattern to shadow tones
and midtones while adding a smoother, more saturated pattern to the
picture’s lighter areas.
● Median - Reduces or eliminates the look of motion on a specified region of a
picture. The effect searches pixels of similar brightness, and replaces the
central pixel with the median brightness value of the searched pixels; pixels
that differ significantly from adjacent pixels remain unaffected.

Adjustments
Use the Adjustments drop-down menu to apply color corrections to the image.

A Guide to QuarkXPress 2022 | 393

● Levels - To brighten highlights, compress shadows, and adjust midtones
individually.
● Curves - To make precision tonal adjustments to lighten or darken a picture.
Instead of limiting adjustments to shadows, highlights, and midtones, you
can adjust any point along a scale of 0% to 100% (for CMYK and grayscale)
or 0 to 255 (for RGB). The precise nature of this tool requires more
experience and knowledge than using the Levels effect.
● Brightness/Contrast - To adjust the tonality of every pixel instead of
individual channels. .
● Color Balance - To remove unwanted color casts or correct oversaturated or
undersaturated colors. This effect changes the overall mixture of colors in a
picture for generalized color correction.
● Hue/Saturation - To adjust the overall color intensity and light in a washed-
out or muted picture, but is generally used as a special effect. The picture’s
current hue (color cast), saturation (intensity), and lightness (degree of white
light) are expressed as zeros by default.
● Selective Color - To increase or decrease the amount of process color in
each of the primary colors in a picture. For example, if an apple is too purple,
you can take cyan out of the areas that affect red.
● Gamma Correction - To adjust the white point. Adjusting the white point
controls the brightness of the picture’s display on screen. To use the Gamma
Correction dialog box, adjust the midtones by entering a new value in the
Gamma field or by dragging the slider. A higher value produces a darker
picture, overall.


Although modifying gamma gives you some control over picture display,
differences between Windows and Mac OS may still cause issues. Windows
uses a higher gamma value (2.2) for display than Mac OS (1.8), so the same
picture will look darker on Windows.

A Guide to QuarkXPress 2022 | 394

● Desaturate - To convert a color picture to a black-and-white picture while
leaving the color mode and lightness value of each pixel unchanged. For
example, it assigns equal red, green, and blue values to each pixel in an RGB
picture to make the picture appear grayscale
● Invert - To invert the gray values of each channel in a picture. This effect is
recommended for 1-bit, grayscale, and RGB pictures. Because CMYK
pictures contain a black channel, this effect is not recommended for CMYK
pictures. The inversion of the black channel usually results in images that
are mostly black or mostly white.
● Threshold - To convert color pictures to black and white, without using gray.
Enter a value in the Threshold field or drag the slider; all pixels lighter than
the threshold value are converted to white and darker pixels are converted to
black.
● Posterize - To modify the tonal levels for each channel in a picture to
produce special effects. To use the Posterize dialog box, enter a new value in
the Levels field or drag the slider. For example, choosing five tonal levels in
an RGB image results in 15 colors (five for each of the three primary colors)..

Blend Mode
Use the Blend Mode drop-down menu to select a blend to apply to the image.

Opacity
Use the Opacity drop-down slider to select a the opacity percentage to apply to
the image.

A Guide to QuarkXPress 2022 | 395

Working with clipping paths
A clipping path is a closed Bézier shape that indicates which parts of a picture
should be displayed and which parts should be treated as transparent. Clipping
paths are especially useful when you are attempting to isolate the picture’s
subject from its surrounding background in the original picture file.
You can create clipping paths from scratch in QuarkXPress or QuarkCopyDesk,
or you can use embedded path or alpha channel information to create clipping
paths. Clipping paths created by QuarkXPress or QuarkCopyDesk are based on
the picture file, and are stored with the layout.

A clipping path lets you control which parts of a picture show and which parts are hidden.

Creating clipping paths

To create or assign a clipping path, choose Item > Clipping on Windows, and
then choose an option from the Type drop-down menu, or use the Clipping tab
on the Measurements palette on Mac OS X:
● Choose Item to crop an image to the box boundaries. Choosing Item does
not create a clipping path; it simply crops the picture to its box.
● Choose Item to crop an image to the picture component boundaries.
Choosing Item does not create a clipping path; it simply crops the picture to
its picture component.
● Choose Embedded Path to clip a picture around a path already embedded in
the picture file. Choose a path from the Path drop-down menu if the picture
file contains more than one embedded path.

A Guide to QuarkXPress 2022 | 396

● Choose Alpha Channel to clip a picture around an alpha channel already
embedded in a picture file. Choose an alpha channel from the Alpha drop-
down menu if the picture file contains more than one embedded alpha
channel. Note that using a clipping path around an alpha channel will create
a hard edge rather than a blended effect. If you want a semi-opaque blend,
use an alpha mask. (See “Working with alpha masks.”)
● Choose Non-White Areas to create a clipping path based on the picture’s
subject. Depending on the image and the value in the Threshold field, the
clipping path will outline a non-white figure within a larger white or near-
white image (or vice versa). The Non-White Areas option works best when
the unwanted parts of the image are much lighter than the subject itself (or
vice versa).
● Choose Picture Bounds to clip a picture around the rectangular “canvas area”
of the imported picture file. This includes any white background areas saved
with the original picture file. Enter values in the Top, Left, Bottom, and Right
fields to determine the outset of the clipping path from the picture’s
boundaries. Positive values increase the outset, and negative values
decrease the outset.

 The green path in the Preview area corresponds to the clipping path, and the
blue outline corresponds to the picture box.

Using embedded clipping paths

You can use image-editing applications to embed paths and alpha channels in
an image. If a picture storing this information is imported into QuarkXPress, you
can access the path and channel information using the Clipping tab of the
Measurements palette on.
TIFFs and PSDs can have embedded paths and alpha channels. EPS, BMP, JPEG,
and PICT files can only have embedded paths.

Manipulating clipping paths

After you apply a clipping path, choose Item > Edit > Clipping Path to enable
clipping path editing. Then choose one of the following tools: The Select Point
tool , the Add Point tool , the Remove Point tool , and the Convert Point tool
. For more information, see “Tools.”
You can also manipulate clipping paths 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

A Guide to QuarkXPress 2022 | 397

 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 Item >
Point/Segment Type submenu.

Creating special effects with clipping paths

Various options in the Clipping tab let you invert a clipping path or specify
whether a picture is clipped using outside edges only, or whether the picture is
contained within its box. You can create special effects such as making visible
regions transparent and transparent regions visible, allowing holes within a
path, cropping the picture to the edges of the picture box, or removing portions
of the clipping path that fall outside the box borders.

Working with alpha masks

Unlike clipping paths, which produce a smooth edge primarily used for
separating a foreground image from a background image, alpha masks can
include transparency information to subtly blend a foreground image into a new
background. To work with alpha masks in QuarkXPress, you must first create an
alpha mask in an image-editing application such as Adobe Photoshop. You can
then use the alpha mask in QuarkXPress.

A Guide to QuarkXPress 2022 | 398

The alpha mask on the flames allows the text in the background to show through.
To work with alpha masks in QuarkXPress, you’ll need to save them with the
picture in a format that supports alpha channels.
To apply an alpha mask to the selected picture, choose an alpha channel from
the Measurements palette’s Mask drop-down menu.
 By default, this drop-down menu is set to Composite, which preserves the
image’s overall transparency.

Working with PSD pictures

You can import native, unflattened picture files from Adobe Photoshop directly
into QuarkXPress with PSD Import functionality. Once files are imported, you
can manipulate any layers, channels, and paths saved with the Photoshop (PSD)
files. This integration between Photoshop and QuarkXPress streamlines your
workflow by allowing you to skip flattening; saves hard disk space by enabling
you to work with native files; and enhances your creative possibilities by
providing access to layers, channels, and paths.
With PSD Import, use File > Import to import a PSD file into a selected
QuarkXPress picture box.
To work with layers, channels, and paths in the image, choose Window >
Advanced Image Control. You can use the Advanced Image Control palette to
blend layers, work with color channels, and select paths.

Preparing PSD files

When you’re preparing pictures in Photoshop for use with Advanced Image
Control, you need to keep a few things in mind:

A Guide to QuarkXPress 2022 | 399

● You do not need to save the image in another file format, which means that
you don’t have to flatten the layers.
● Create alpha channels or clipping paths for any contours that you might
want to wrap text around.
● Create channels for areas where you might want to apply a different spot
color or varnish.
● Advanced Image Control cannot read layer information for certain images —
including those that use layer effects. The composite image is used instead.

 Advanced Image Control supports PSD files in grayscale, RGB, CMYK, index,
Duotone and multichannel modes.

Working with PSD layers

Experimenting with layers allows you to see different images within the context
of the entire layout. In addition, you can modify the opacity of a layer and try
different blend modes — such as dissolve, lighten, and difference — to see how
these effects work with the rest of a design.
You can use the Layers pane of the Advanced Image Control palette to show,
hide, blend, and change the opacity of layers within PSD pictures. The Advanced
Image Control palette displays information about how the picture file was
created, but does not allow you to make fundamental changes to the picture file:
● You cannot create, name, copy, duplicate, align, reposition, delete, or merge
layers using the Layers pane.
● If there are no layers in the PSD file, the Advanced Image Control palette
shows only the background layer.

Blending PSD layers

The Blend Mode drop-down menu in the Layers pane lets you control how pixels
in a selected layer interact with pixels in all the layers below the selected layer.
The blend modes are similar to those in image-editing applications: They
include options such as Multiply, Color Dodge, Exclusion, and Saturation.

Showing and hiding Photoshop layers

You can view and print layers that are showing; hidden layers do not display on-
screen or in print. Advanced Image Control allows you to hide any layer,
including the background layer.
● To show a layer, click the empty box icon to the left of the layer.
● To show all layers, Option+Shift+click/Alt+Shift+click the empty box icon.

A Guide to QuarkXPress 2022 | 400

● To hide a layer, click the eye icon .
● To hide all but one layer, Option+click/Alt+click the eye icon .
If changing the blending and opacity of layers produces undesirable results, you
can revert the layers to their original state in the imported PSD file with the
Revert Layer or Revert All Layers options in the Advanced Image Control palette
menu.

Modifying PSD layer opacity

A field on the Layers pane let you control the transparency of pixels on a
selected layer. You can specify a transparency from 0% (transparent) to 100%
(opaque).

Working with layer masks

If layer masks are saved with PSD files, you can enable and disable the masks in
the Layers pane of the Advanced Image Control palette by Shift-clicking the
thumbnail preview of the layer mask.

Working with PSD channels

Photoshop channels store color information about images. By default, grayscale
and indexed color images have one channel, RGB images have three channels,
and CMYK images have four channels. These are referred to collectively as the
default channels. You can use the Channels pane of the Advanced Image Control
palette to show and hide all channels, to change the color and ink solidity of a
selected spot-color channel or alpha channel, and to assign spot colors to
selected indexed colors. For example, you might assign special effects such as
varnishes, embossing, and die cuts to channels.

Showing and hiding channels

Visible channels in imported PSD files display on screen and can be printed;
channels that are hidden do not display on screen and cannot be printed. The
process to show and hide channels is the same as for layers.
Clicking the composite channel displays all the default channels, such as CMYK
or RGB.

Modifying channel color and solidity

You can use the Advanced Image Control palette to change the color, shade, and
ink solidity of any spot color, mask, or alpha channel you created in Photoshop.
You can assign spot colors to channels that overprint composite images, and

A Guide to QuarkXPress 2022 | 401

you can specify solidity for displaying channels on-screen and printing color
composites.
Channels specified as mask channels in Photoshop are imported differently
than channels specified as spot colors. In Photoshop, mask channels are
assigned an opacity setting, while spot channels are assigned a solidity setting.
Since PSD Import supports ink solidity, mask channels are imported with a 0%
ink solidity. To see mask channels in imported PSDs, you need to manually turn
on the mask channels in the Channels tab of the Advanced Image Control
palette. Spot-color channels, on the other hand, retain the solidity setting saved
in the PSD file and are mapped to QuarkXPress colors by default.
Use the Channel Options dialog box to modify the color, shade, or ink solidity of
pixels in a spot-color or alpha channel. To display the Channel Options dialog
box, simply double-click a channel in the Channels pane of the Advanced Image
Control palette (Window menu).

Working with indexed color channels

By default, when you print color separations from QuarkXPress using PSD
Import, the colors in indexed color images separate to CMYK. You can override
this by creating a spot color or multi-ink color (Edit > Colors) and assigning that
color to the selected indexed colors in the image. Advanced Image Control also
allows you to create spot colors from colors in the indexed color image. Indexed
colors that you do not modify will still separate to CMYK.

Working with PSD paths

You can also use PSD Import to choose among embedded paths for specifying
clipping and runaround. The Paths pane in the Advanced Image Control palette
provides convenient access to the clipping-path and text-runaround functions
in QuarkXPress
Using the Paths pane, you can select different clipping paths to use for text
runaround contours. To select a text runaround contour, click the empty box in
the first column. The Text Runaround icon displays and the text wraps around
the contours of the clipping path.
 For text runaround to occur, the picture box needs to be in front of the text. If
the text is not wrapping, select the picture box and choose Item > Bring
Forward or Item > Bring to Front.
You also can use the Paths pane to control the display of an image by selecting
a clipping path you created in Photoshop. To select a clipping path, click in the
empty box in the second column. The Clipping Path icon displays and the area
of the picture within the selected clipping path displays.

A Guide to QuarkXPress 2022 | 402

You can reverse any changes you make to paths in PSD Import. The paths will
revert to their original state as they were created in the imported PSD file. To do
this, choose Revert Path or Revert All Paths from the Advanced Image Control
palette or context menu.

Printing PSD pictures

When you print a layout using Advanced Image Control, you can specify the
layers, channels, and paths within each PSD picture to print. Since the eye icon
in the Advanced Image Control palette controls both display and printing,
pictures print as they display.

Improvements in EPS Images

On importing EPS images, which is having text with embedded fonts were
getting rendered and outputted with Courier fonts, due to some permission
issues. Now all such issues are fixed and the user should be able import EPS
images having embedded fonts, rendering, and output from QuarkXPress.

Support of SVG format Images*

QuarkXPress now support import of SVG images. The user can import SVG files
into QuarkXPress like any other image format files. The imported SVG integrates
with all the output files of QuarkXPress i.e., PDF, HTML output etc.
In new QuarkXPress 2021, the default export format for SVG images is PNG
format in Digital Output. However, if we apply Picture Fitting, images will get
exported as SVG images.
Go to File Menu > Click Import
Select any SVG Image press Open

A Guide to QuarkXPress 2022 | 403

Selected SVG in Import Dialog

A Guide to QuarkXPress 2022 | 404

Imported SVG on Layout
*Feature not available for AppStore Build

A Guide to QuarkXPress 2022 | 405

Cross references

A cross reference in a document is text that refers to related material located

elsewhere within the document. If the cross reference is inserted as a hyperlink,
and the document is exported as PDF, then the reader will be able to click on a
cross reference and follow the link to the specified location within the
document.
Cross references can only be linked to footnotes, endnotes, text anchors and
numbered items. Cross references to footnotes and endnotes allow you to have
multiple references to the same footnote or endnote without having to create
separate footnotes or endnotes for each reference point.

Inserting a cross reference

To insert a cross reference:
1 Place the insertion point where you want to insert the cross reference.
2 Choose Style > Cross Reference > Insert Cross Reference. The Cross
Reference dialog box appears:

3 Choose the type of cross reference you are inserting from the Reference Type
drop down menu: Footnote, Endnote, Numbered Item or Text Anchor.
4 Check Insert as Hyperlink to insert the cross reference as a hyperlink in the
exported PDF document.

A Guide to QuarkXPress 2022 | 406

5 Once you have chosen a cross reference type, the available references to link
to will be listed. Choose a reference to link to.
6 Choose an option from the Insert Reference to drop-down menu. The options
in this drop-down menu depend on what cross reference type you have
choosen. What you choose here will determine the text of the cross reference
link.

Insert Reference to options for a Footnote Reference Type.

You can choose to display the footnote number (in its formatted or unformatted
state), the page number the footnote resides on or to the text of the footnote
itselft.

Insert Reference to options for a Numbered Item Reference Type.

You can choose to display the paragraph number of the numbered item (with or
without context), the page number the numbered item resides on or to the text
of the item itselft.

Insert Reference to options for a Endnote Reference Type.

You can choose to display the endnote number (in its formatted or unformatted
state), the page number the endnote resides on or to the text of the endnote
itselft.

Insert Reference to options for a Text Anchor Reference Type.

A Guide to QuarkXPress 2022 | 407

You can choose to display the text anchor name, paragraph number, the
paragraph number (with no context or with full context), or the page number the
text anchor resides on.
7 If you check Include Above/Below, the cross reference will specify whether
the referenced item is above or below the cross reference in the layout.
8 The Separate Numbers With option is available only when you are inserting a
cross reference to a numbered item. The numbered item may be a nested
item, and this option gives you the opportunity to specify that you want to
separate the paragraph numbers with a symbol of your choosing (for
example, 3.2.1 or 3*2*1).

 If you have specified a suffix in the outline style, then that will be the default.
The Outline Style Suffix character will be applied to the cross reference and
any character you put in the Separate Numbers With field will be ignored.
9 Click Insert.
The cross reference is inserted into the document
 You can go to the parent of the cross reference using a shortcut
(Ctrl/Alt/Shift+ F12 on Windows, Cmd/Opt/Shift+ F12 on Mac OS X). Place
the cursor within the cross reference text or select part of the cross reference
text and press the shortcut.

Synchronizing cross references

If the referenced content for a cross reference is modified, this will not be
reflected in the cross reference until you synchronize the cross reference. You
can choose to synchronize a selected cross reference or all cross references in
the document.
To synchronize cross references:
1 To synchronize a single cross reference, place the cursor on the cross
reference.
2 Choose Style > Cross Reference > Synchronize Cross Reference, to
synchronize the selected cross reference or Style > Cross Reference >
Synchronize All Cross Reference to synchronize all cross references in the
current document

 If you are attempting to sychronize cross references and you have modified
the cross reference text, you will be given a choice to include these cross
references in the synchronization.
 Any modifications that were made to the referenced content will now be
reflected in the cross reference.

A Guide to QuarkXPress 2022 | 408

 In Preferences (Edit > Preferences > Project > General), you can choose to
retain local modifications to cross references, otherwise they will be lost
when you synchronize cross references during output.

A Guide to QuarkXPress 2022 | 409

Color, Opacity, and Drop Shadows

QuarkXPress lets you create custom colors, choose colors from several
standardized color matching systems, and edit colors. You can apply both color
and shade to text and pictures. You can also control the opacity of text in the
same way you control its color. You can apply drop shadows to both items and
text.

Working with colors

Some colors are automatically included in the Colors palette. To use other
colors, you’ll need to create colors or edit existing colors using the Colors dialog
box, which allows you to create colors using color wheels, numeric fields, or
color matching systems. You can also add colors to your project using the color
picker tool.

The Colors palette

You can use the Colors palette (Window > Colors) to add, create, edit, duplicate,
and manage project colors. The palette also allows you to control the border,
picture and box fill, and blend modes, overprint and knockout settings.

The Colors palette lets you create, edit, and delete colors.

A Guide to QuarkXPress 2022 | 410

The Colors dialog box
You can use the Colors dialog box (Edit > Colors) to create, edit, duplicate,
delete, and append colors.

The Colors dialog box lets you create, edit, and delete color definitions.

Creating a color
You can choose from several color models and from a number of color matching
systems when you create colors. If you have colors you use frequently, you can
create colors for the default color list in the application when no files are open.
You can create up to 1,000 default or article-specific colors. To create a color,
choose Edit > Colors to display the Colors dialog box, and click New to display
the Edit Color dialog box. Then, enter a name in the Name field and specify the
color model for your new color. You can also click the New button on the Colors
palette to create colors.
● RGB: This additive color system is most often used with slide recorders or
color video monitors, and also works well for digital output. Red, green, and
blue light is mixed to represent colors on a video screen.
● HSB: This color model is often used by artists because it resembles the
manner in which they mix colors. Hue describes color pigment; saturation
measures the amount of color pigment; and brightness measures the
amount of black in a color.
● LAB: This color space is designed to be independent of differing
interpretations imposed by monitor or printer manufacturers. The LAB color
model, also referred to as LAB color space, is a standard three-dimensional
model for representing colors. Colors are specified by a luminance

A Guide to QuarkXPress 2022 | 411

 coordinate (L) and two chrominance coordinates (A for green-red), and (B for
blue-yellow).
● Multi-Ink: This color model is color based on tint percentages of existing
process or spot inks.
● CMYK: CMYK is a subtractive color model used by professional printers to
reproduce colors by combining cyan, magenta, yellow, and black inks on a
press.
● To select a color from a color matching system and add it to your color list,
choose one of the standardized color matching systems from the Model
drop-down menu.

Auto Color Name

Prior to QuarkXPress 2019 (v15.1), when we create a new color, the color was
created with the default name as ‘New Color’ and sometimes the designer
wants the color names like (e.g. R-200 G-50 B-60 or C10M5Y10K0) or with the
names by using the color % with an auto name. But there was no option and the
user have to enter it manually. It was a tedious job to modify the names
manually for all the colors.
To resolve this issue in QuarkXPress 2019 (v15.1), we have the option in the edit
color dialog as ‘Auto Name’. When you check the option, the name would be
created as per the color is shown for the color values of the selected color
model.
How to use it?
1 Create new colors with the auto name enabled for RGB, HSB, LAB, CMYK
colors.
2 Create new colors with the auto name enabled for all the spot color libraries.
3 Created colors would list in the colors drop down in all the drop-down and
the user can use in the layout and save the project and copy and paste and
append.
4 Open the legacy projects which are having lots of colors and double-click the
colors and check the auto name and verify the colors for the auto name are
created correctly.

Creating gradients
A gradient is a transition from one color to another. You can use the Gradients
palette (Window > Gradients) to create multi-color gradients, specifying the
gradient colors, their shades, opacity, the pattern in which they blend, and the
angle at which they blend relative to the box or line. A gradient can contain any
colors available in a project.

A Guide to QuarkXPress 2022 | 412

To create a multi-color gradient:
1 Open the Gradients palette (Window > Gradients).

The Gradients palette

2 Select the box(es) or line(s) on the layout you want to apply the gradient to,
the gradient will be applied to all selected items.
3 For lines only, click the Line icon to apply the gradient to just the line.
4 For boxes only, click the Border icon to apply the gradient to just the
border of the box .
5 Click the Background icon to apply the gradient to the backgound of the
item .
6 Click the Add to Colors icon to add your created gradient to the colors list
for this project. The Edit Gradient dialog displays, allowing you to name your
new color gradient. The mixed gradient color you have created will appear on
the Colors palette.

 Gradient colors are not available when working in a text box, or if the Text
icon is selected on the Colors Palette.
7 Choose the type of gradient you are creating from the Type drop down menu:
None, Axial, Radial, Rectangular or Diamond.
 As soon as you choose a type of gradient, a default gradient is automatically
created from two colors: the background color of the item you have selected
and black. Choosing a gradient also enables and disables the options and
controls appropriate to your selection.

A Guide to QuarkXPress 2022 | 413

You can change the type of gradient at any time. When you change the type of
gradient, all colors and options that you have defined will be retained.
8 Define your gradient using the following options and controls:
● Aspect Ratio: The aspect ratio is used to define and control the shape
of the radial gradient. The default aspect ratio for each radial gradient you
create is dependent on the item shape you have selected. If you change
the size/shape of the selected item, the aspect ratio will automatically
adjust. This option is only available for radial gradients.
● Angle: define the angle of the gradient.
● The Gradient Slider gives you a preview of how your gradient will appear.
The color stop icons ( ) are positioned at the beginning and end of each
two color gradient. You can click and drag a color stop to change its
location, or you can select any color stop and use the options below to
define the color and shade ( ), opacity ( ), and location ( ) numerically.
The icon is positioned midway between two color stops. You can click
and drag the midway icon to change its location, or you can select it and
change its location numerically.
 The midway icons location must remain between 13% and 87%. You will not
be able to drag it beyond, or enter a value outside of, this restriction.
Add colors using the Gradient Slider by clicking anywhere between two color
stops to add a new color stop. A plus symbol ( ) will appear next to your cursor
when you are at a place that allows you to insert a new color stop. You can then
define the color, shade, opacity and location of the new color stop.

 When defining the color, you can choose any color that is available in this
project, or you can select to create a new color at this time. To add a color
stop and define a new color at the same time, Shift+Click when adding the
color stop. The Edit Color dialog displays, allowing you to define the new
color.
 You can delete any color stop by clicking and dragging it down.
● Click the reverse icon to reverse the gradient.

A Guide to QuarkXPress 2022 | 414

 ● Click the Full Radial icon to spread the center color out to soften the
gradient. This option is only available for radial gradients.
9 The following options are on the drop-down menu under the icon:
● Add to Colors: to add your created gradient to the colors list for this
project. The Edit Gradient dialog displays, allowing you to name your new
gradient. The mixed gradient color you have created will appear on the
Colors palette.
● Copy Gradient: Use this option to copy the gradient applied to the
selected item.
● Copy Color Stops: Use this option to copy only the defined color stops of
the gradient applied to the selected item. You can then apply these color
stop definitions to another gradient.
● Paste Gradient: Use this option to paste the copied gradient onto the
selected item.
● Paste Color Stops: Use this option to paste the copied color stops onto
the existing gradient in the selected item.
● Overprint Gradient: Use this option to set the overprint option, to prevent
knockout.
The mixed gradient color you have created will appear on the Colors palette, as a
background color called Mixed Colors, when the item the color is applied to is
selected. You can change the shade and opacity of all of the colors in the
gradient at one time using the Colors palette.

Editing a color
To edit an existing color, choose Edit > Colors, select the color you want to edit
in the Colors list, then click Edit to display the Edit Color dialog box. You can
also double-click the color you want to edit in the Colors list to display the Edit
Color dialog box.

A Guide to QuarkXPress 2022 | 415

Edit Color dialog box

Editing of the Colors

Prior to QuarkXPress 2019 (v15.1), if the user wants to edit the color, he has to
invoke the contextual menu on the selected color and select the option Edit and
modify the color, or go to edit menu, select the colors, and then select the edit
and modify the color. It was really painful for the user to perform multiple steps.
To reduce the time-consuming effort to modify the colors, in QuarkXPress 2019
(v15.1), we are providing the option (double-click) on selected color to invoke
the edit color dialog and the user can simply edit the color on the go.
How to use it?
1 Select the editable colors and double-click it. The edit color dialog would
invoke.
2 Select the non-editable colors and double-click it. The duplicate dialog
would invoke.
3 The user can use all the color libraries, colors with undo and redo.
4 Open the legacy projects which are having lots of colors and double-click the
colors to view the color editing.

Duplicating a color
To duplicate an existing color, choose Edit > Colors, select the color you want to
duplicate from the Colors list, then click Duplicate to display the Edit Color
dialog box for the duplicate color.

A Guide to QuarkXPress 2022 | 416

Deleting a color
While you cannot delete some of the default colors, you can delete any new or
duplicate colors you have created. To remove a color from the color list, choose
Edit > Colors, select the color you want to remove from the Colors list, and then
click Delete.

Adding colors using the color picker tool

The color picker tool on the Colors palette allows you to pick Native colors from
items and images in your project and add them to the list of available colors.
What values the tool picks depends on the item/image you are picking the color
from:
● For all raster only images and QuarkXPress objects/items, the tool will pick
source color values from the image.
● For imported vector images, the tool will pick screen RGB values.
● For vector and raster combinations (for example some PDF images), if the
user clicks on a vector object, a warning appears, telling the user that the
selected image contains vector graphics and the tool will pick RGB values.

● For similar vector and raster combinations, if the user clicks on a vector
object with a raster underneath, a warning will appear, telling the user that
the selected image contains vector graphics and suggests using Shift+click
to pick source values from the raster image underneath.

A Guide to QuarkXPress 2022 | 417

You can pick multiple colors and then decide which colors you want to save or
discard.
After being added, these colors are then available to your project and can be
used on text, lines, and boxes and can also be used to create gradients.
To add colors to your project using the color picker tool:
1 Open the Colors palette.

2 Click the color picker tool.

3 Click on any Native color in your project that you want to add. The color will
be displayed at the bottom of the Colors palette.

A Guide to QuarkXPress 2022 | 418

4 To add an individual color, double click on the color. To remove an individual
color, press the Alt key and click on the color.

 The default color names are added with color models values. RGB is in 255
values, and CMYK is in percentages.

5 Hold down Alt/Option+Shift and click the icon to add all of the colors that
were chosen with the color picker tool at one time.

Importing colors from another article or project

You can append colors from another article or project using the Colors dialog
box (Edit > Colors) or the Append command (File > Append).

Changing all instances of one color to another color

To globally change all items of one color to another color, either edit the color
you want to change to the desired color or choose Edit > Colors to display the

A Guide to QuarkXPress 2022 | 419

Colors dialog box, and select the name of a color to edit; then click Edit, and
make your changes.
 When you are globally changing all items and text from one color to another,
remember to save your work before you do so. That way, if you accidentally
change everything to the wrong color, you can simply choose File > Revert to
Saved to undo the error without losing any of your other work.

Applying color and shade to text

There are five ways to apply color and shade to text:
● Useing the Style > Color and Style > Shade commands.
● Use the Colors palette (Window > Colors).
● Use the Character Style Sheet command (Style > Character Style Sheet) to
apply color and shade to selected text using character style sheets you have
created.
● (Windows only) Use the Character Attributes dialog box (Style > Character).
● Use the Measurements palette.

Applying color and shade to lines

Three methods are available to apply color and shade to lines:
● Use the Line tab of the Measurements palette.
● Use the Colors palette (Window > Colors).
● Apply color, shade, and line gap settings using the Style > Color and Style >
Shade commands.

Applying transparency blend modes

Blending modes let you vary the ways that the colors of objects blend with the
colors of underlying objects. When you apply a blending mode to an object, the
effect of the blending mode is seen on objects that lie beneath the object’s layer
or group.
 QuarkXPress 2018 supports both RGB and CMYK blending color spaces.
RGB is the default blending color space when a blend mode is applied to an
object or image,.
To switch to CMYK blending color space, go to View > Proof Output > Composite
CMYK.
The blending color space of the exported PDF depends on the OUTPUT color
setup selected in the Output dialog. To match the color results of the exported

A Guide to QuarkXPress 2022 | 420

PDF with the QuarkXPress layout, use the identical profile in QuarkXPress soft
proofing and PDF viewer rendering intent profile
● Choose None or Composite RGB to switch to an RGB blending color space.
● Choose Composite CMYK or Composite CMYK and Spot to switch to a CMYK
blending color space.
● Choose Grayscale or Grayscale 100K to switch to a Grayscale blending color
space.
All the examples shown in this document are based on RGB blending color
space rendering. The rendering of these objects may be different in other
applications based on the simulation profile used.
There are several ways to apply blend modes to boxes, borders, images, text and
lines:
● Use the Colors palette (Window > Colors).
● Use the Image Editing palette (Window > Image Editing).
● Use the Home, Picture Box, Text and Border tabs of the Measurements
palette.
The following blend modes can be applied:
● Normal: This will never change the color values of both top and bottom
objects. This is the default mode.

● Multiply: When the Multiply Blend mode is applied to the top object, each
color pixel of the top object will be multiplied with each color pixel of the
bottom object.

A Guide to QuarkXPress 2022 | 421

● Screen: When the Screen Blend mode is applied to the top object, the color
pixels of both the top and bottom objects will first be inverted, and then be
multiplied, and then resultant color pixels will be inverted. The resulting color
is usually a lighter color.

● Overlay: Overlay is a combination of the Multiply and Screen blend modes.

Lighter colors become even lighter and dark colors become even darker,
depending on the color of the bottom object in overlapped areas.

● Darken: Lighter pixels in overlapped areas will become darker

● Lighten: The Lighten blend mode is the opposite of the Darken blend mode;
Darker pixels in overlapped areas will become lighter.

A Guide to QuarkXPress 2022 | 422

● Color Dodge: The color of the bottom object will become lighter, depending
upon the color of the top object.

● Color Burn: The color of the bottom object will become darker, depending
upon the color of the top object.

● Hard Light: The Hard Light blend mode is a combination of the Multiply and
Screen blending modes.

A Guide to QuarkXPress 2022 | 423

● Soft Light: Darkens or lightens the colors, depending on the color of the
bottom objects. The resultant color is brighter if the color of the bottom
object is less than 50% of gray values. The resultant color is darker if the
color of the bottom object is more than 50% of gray values .

● Difference: Subtracts the brighter color value of the object with another
object color irrespective of the stack order.

● Exclusion: The Exclusion blend mode is similar to the Difference blend mode
with lower contrast.

A Guide to QuarkXPress 2022 | 424

Working with opacity
Opacity is applied at the color level, so you can specify opacity for just about
anything you can apply a color to, including the first or second color in a blend.
This means you can have different opacities at work on different attributes of
the same item — a text box border, a background, a picture, and each character
of text, for example, can have differing opacities.

Specifying opacity
Specifying opacity is as easy as specifying the shade of a color. In fact,
wherever you can pick a color — in the Colors palette, the Measurements palette,
the Style menu, and more — you can enter an opacity value from 0%
(transparent) to 100% (opaque) in 0.1% increments.
To specify opacity for a picture, enter a value in the Opacity field of the Picture
Box tab of the Measurements palette.

Specifying opacity for groups

Keep in mind that when you stack items of varying opacities, the colors are
combined and may produce a buildup of ink. For example, if you place a yellow
box with a 30% opacity in front of a cyan box with 100% opacity, the box in front
will become slightly greenish.
You can control this by grouping items and specifying a group opacity rather
than individual item opacities. To do this, on Windows, use the Group Opacity
field in the the Home tab of the Measurements palette. Depending on the effect
you want, you may need to revert the Opacity field for the individual items to
100% (otherwise, each item’s opacity is added to the group’s opacity).

A Guide to QuarkXPress 2022 | 425

With these three grouped items, compare individual item opacity to group opacity. At left, each item is
50% opaque — the items in front compose against the items behind them. At right, each item’s opacity is
100% while the group’s opacity is 50% — the entire group composes against the background. The items in
the group, however, could have individual opacities in addition to the group opacity.

Creating blends with transparency

You can blend a color with None rather than just with white. Simply choose any
color with 0% opacity for the first or second color in a gradient in the Gradients
palette, or on Windows, you can use the Box tab of the Mmeasurements palette.

Color management
QuarkXPress addresses the issue of producing predictable color with ICC-based
color management tools that require little input from users. For color experts,
however, QuarkXPress provides control over every aspect of color management.
In addition to streamlining the implementation of color management,
QuarkXPress offers true soft proofing through previews that simulate output on
various devices.

Source setups and output setups

The color management implementation in QuarkXPress allows color experts to
create and fine-tune “packages” of color management settings called source
setups and output setups. The source setups individually specify profiles and
rendering intents for solid colors and images in RGB, CMYK, LAB, and grayscale
color spaces; specify source color spaces for named colors; and indicate
underlying color spaces for inks. The output setups specify output profiles and
color models, and configure proofing options for simulating different types of
output on screen.

The color management experience for users

You have many options for how you work: You can work with proven default
settings, implement source setups and output setups from a color expert, or
work within a legacy color management environment.

A Guide to QuarkXPress 2022 | 426

Working in the default color management environment
The default settings are designed to provide accurate previews and excellent
output in the majority of situations. You do not need to set anything, but if you
want to look at the default settings, you can check the Display and Color
Manager selections in the Preferences dialog box (QuarkXPress/Edit menu).

Specifying a monitor profile

The Display pane shows the monitor profile in use. The default setting,
Automatic, refers to the current monitor recognized by Mac OS X or Windows.
You can choose a different profile from the Monitor Profile drop-down menu.
You might change the default monitor profile, for example, if you have a custom
profile for your monitor or if you’re switching between a laptop and a desktop
computer and want to simulate the same viewing environment.

Specifying a source setup

The Color Manager pane’s Source Options area shows the default source setup,
QuarkXPress Default, which provides the most recent, proven color
management environment. If you prefer the color management environment
from a version of QuarkXPress prior to 7.0, you can choose QuarkXPress
Emulate Legacy from the Source Setup drop-down menu.

Specifying a default proof output setup

To specify a default output setup for viewing color in Print layouts, choose an
option from the Proof Output drop-down list.

Specifying a rendering intent

The Rendering Intent drop-down menu shows the method used for converting
colors from one color space to another. The default setting, Relative
Colorimetric, retains colors that are in both the source gamut and the
destination gamut. The only source colors that are changed are those that are
not within the destination gamut. Depending on the type of jobs you work on —
for example, if the emphasis is on line art and Pantone colors rather than on
photographs — you may want to choose a different option from the Rendering
Intent drop-down menu.

Color managing multi-color-space EPS and PDF pictures

Some EPS and PDF files can contain elements that use different color spaces.
For example, a PDF or EPS file might contain a picture that uses the RGB color
space and a color that uses the CMYK color space. To allow QuarkXPress to
manage these various elements appropriately, using the specified output setup,

A Guide to QuarkXPress 2022 | 427

in subsequently imported EPS and PDF pictures, check Color Manage Vector
EPS/PDF.
To color manage vector content in EPS and PDF files that have already been
imported in the active project, check Include Existing Vector EPS/PDF in Layout.

Working with source setups and output setups from a color

expert
If a color expert creates custom source setups and output setups specific to
your workflow — or even specific to individual jobs or clients — you can easily
employ those setups through preferences, view options, output settings, and
Job Jackets. For example, a service bureau or printer may provide setups for
you that help ensure appropriate output for their equipment.

Appending source setups

If source setups are created for a project you work on, you can append those
source setups to other projects. Use the Append button in the Source Setups
dialog box (Edit > Color Setups > Source) to navigate to and select a source
setup.

Importing output setups

If output setups are created for you, import them through the Output Setups
dialog box (Edit > Color Setups > Output). Use the Import button to navigate to
and select the output setup files.

Selecting source setups and output setups

To use custom source setups and output setups, you choose them from various
color management menus as follows:
● Color sources: To use a custom source setup, choose it from the Source
Setup drop-down menu in the Color Manager pane of the Preferences dialog
box (QuarkXPress/Edit menu) for the layout.
● Color display: To use a custom output setup for proofing, choose it from the
Proof Output submenu of the View menu.
● Color output: To use a custom output setup for printing or other types of
output, choose it from the Setup drop-down menu in the Colors pane of the
Print dialog box (File > Print > Export as PDF/EPS).

A Guide to QuarkXPress 2022 | 428

Working with source and output setups in Job Jackets
When you create a project from a Job Jackets file, the appropriate source setups
and output setups are included and selected for you. You can still import,
append, and create additional setups, and select those setups for display and
output.

Working in a legacy color management environment

You can open projects from QuarkXPress 7.x, 8.x, or 9.x, and be confident that
color will display and output as it always has.
You can continue to work in a legacy color management environment from
QuarkXPress versions 7.x, 8.x, or 9.x. If you choose to work in a legacy color
management environment, you can still take advantage of the soft proofing
features in QuarkXPress.
You can easily upgrade to the QuarkXPress 7 methods by changing the Source
Setup to QuarkXPress Default (or to a custom option) in Color Manager
preferences (QuarkXPress/Edit menu > Preferences). The Source Setup is layout
specific, so if you open a project with multiple layouts, you can change the
source setup for each layout. Then, make sure any output setups you use (Edit >
Color Setups > Output) specify QuarkXPress Default profiles rather than profiles
from previous versions.

Proofing color on screen (soft proofing)

QuarkXPress provides display simulation that is accurate enough for soft
proofing a range of output. Using the information in the source setup, output
setup, and any other custom settings (such as different profiles applied to
pictures), the flexible simulation options show how the same layout will look
when output to different media and for different printing methods.
To perform soft proofing, choose an option from the Proof Output submenu of
the View menu. The menu lists all the output setups available in the layout, so if
you have imported custom output setups from a color expert, they are listed
here. When you choose an option, the entire layout displays in that color space
— including the Colors palette (Window menu) and any color swatches shown
throughout QuarkXPress.

A Guide to QuarkXPress 2022 | 429

The Proof Output submenu (View menu) provides display simulation options so you can see how colors
will output. For example, if you plan to convert spot colors to process colors or output an entire RGB
layout as grayscale, you can preview how your choice will look.

Color management for experts

While QuarkXPress is designed to provide great color throughout a workflow
right out of the box, a color expert can always customize and fine-tune color
management settings to specific jobs, equipment, and output processes. If you
understand color theory and all the terminology involved in color management
— such as profiles and rendering intents — you can create custom source
setups and output setups that reflect specific workflows. The setups are
portable, so you can then share them with users to prevent color surprises, on
screen and on press.

Creating a source setup

A source setup describes colors in a layout as they exist prior to output — in
other words, where the colors came from. A source setup contains profiles and
rendering intents for both solid colors and pictures in RGB, CMYK, LAB, and
grayscale. In addition, it includes information about the underlying color space

A Guide to QuarkXPress 2022 | 430

for named colors (such as Pantone Process Coated colors) and inks (such as
cyan, magenta, yellow, black, and multi-inks). You might create source setups
for clients based on their standard workflows, or you might create source setups
for a specific project.
To get started in creating a source setup, you will need to know some details
about the hardware and software involved in a client’s workflow — what type of
digital camera and scanner they use, for example — and you’ll need to make
sure the relevant profiles are available. It’s also helpful to see sample projects
so you know what types of pictures, colors, inks, and devices they’re working
with, such as logos, charts and graphs, photographs, and duotones, and output
to SWOP.
To create a source setup choose Edit > Color Setups > Source.

Creating an output setup

An output setup describes the capabilities of various types of output devices and
determines how colors are handled in various output scenarios. You can think of
an output setup as “where colors are going.” An output setup specifies
composite or separation output, the output mode, and an output profile. You
create output setups both for display simulation using View > Proof Output and
for actual output in print, PDF, and other formats.
As with source setups, to get started in creating an output setup, you need to
know details about typical jobs, output methods, and equipment. For example,
it’s helpful to know the name and have the profiles for any composite printing
devices. QuarkXPress provides default output setups for various workflows:
● Grayscale
● Grayscale 100K
● Composite RGB
● Composite CMYK
● Composite CMYK and Spot
● As Is
● In-RIP Separations
To create an output setup, choose Edit > Color Setups > Output.

Sharing source and output setups

Source setups and output setups are portable, so color experts can easily
distribute them to users and workgroups. Source setups can be appended from
other projects and output setups can be exported as individual files and saved
in output styles. Both types of setups, source and output, can be shared through

A Guide to QuarkXPress 2022 | 431

inclusion in Job Jackets. Before distributing setups to a workgroup or to clients,
be sure to test the setups with typical jobs.
● To share setups, append setups, export setups, or import setups, choose Edit
> Color Setups and modify the corresponding setting.
● To incorporate setups into Job Jackets and specify the source and output
setups used in a Job Jackets structure or Job Ticket, in the Job Jacket
Manager dialog box (Utilities menu):
1 (Windows only) Click the Advanced Settings button.
2 Select a project that contains source or output setups in the list on the
left.
3 Drag the source or output setups to the target Job Jackets structure or
Job Ticket.
You can also choose an output style that includes specific output setups.
● To use a custom output setup for printing or other types of output, choose
that output setup from the Setup drop-down menu in the Color pane of the
Output Styles dialog box (Edit > Output Styles > New/Edit).

Fine-tuning color management for individual pictures

If you need to specify profiles and rendering intents for individual pictures, you
can still do that in much the same way that you did in previous versions of
QuarkXPress. This overrides the QuarkXPress default settings or the selected
source setup. For example, you might change the rendering intent of an EPS
logo to saturation while leaving the remaining pictures in a layout, mostly
photographs, at perceptual.
To access color management controls for individual pictures, first make the
features available by checking Enable Access to Picture Profiles in the Color
Manager pane of the Preferences dialog box (QuarkXPress/Edit menu). To apply
and change profiles for pictures:
● Importing pictures: The Import Picture dialog box (File menu) provides a
Color Management pane that lets you specify a Profile and Rendering Intent
for the selected picture.
● Changing profiles: The Profile Information palette (Window menu) displays
information about the selected picture’s type and color space. You can use
this palette to quickly change the picture’s Profile, Rendering Intent, and
Color Manage to [type of device] setting.

Managing profiles
Color management, at its roots, is profile driven. As you adopt new workflows,
acquire new devices, and troubleshoot output, you may need to install new

A Guide to QuarkXPress 2022 | 432

profiles, control which profiles are available, and determine how individual
profiles are used throughout a layout. You can perform these tasks using the
Profile Manager and Profile Usage features.
The Profile Manager and Profile Usage features are considered advanced color
management features.

Installing profiles
If you acquire new profiles from manufacturers, and those profiles are not
automatically installed at the system level, you can drag them to the “Profiles”
folder inside the “Required Components” folder in your QuarkXPress application
folder.
 A system restart is required to begin using the new profile.
The next time you launch QuarkXPress, the profiles will be available in the
relevant color management drop-down menus. Using the Profile Manager dialog
box (Utilities menu), you can specify a new profiles folder as well.

Loading profiles
If you have more profiles than you need for a particular workflow, you can
streamline the profiles available in QuarkXPress. To do this, use the Profile
Manager dialog box (Utilities menu).

Checking profile usage

When you’re working with layouts from other users, you can quickly see how
those users have implemented color management by looking at the Profiles
pane of the Usage dialog box (Utilities menu). Similar to Picture Usage and Font
Usage, the Profile Usage feature lets you see where profiles are available in the
layout and whether they’re specified in source/output setups or applied to
pictures. For profiles applied to pictures, you can replace one profile with
another.

Working with drop shadows

A drop shadow is an item attribute, much like color, that you apply using the
Measurements palette. You can create drop shadows for items, borders, text,
pictures, and more, depending on how the items are formatted.

A Guide to QuarkXPress 2022 | 433

QuarkXPress lets you create automatic drop shadows.

Applying drop shadows

To apply a drop shadow, select the item and check Apply Drop Shadow in the
Drop Shadow tab of the Measurements palette. You can apply drop shadows to
the shape of an item — box, line, text path, table — provided that the item has a
background color applied to it. You can apply a drop shadow to text when the
box background has an opacity of less than 100%. You can apply a drop shadow
to the contours of a picture when a clipping path or alpha mask is selected and
the box background is None. You can apply a drop shadow to a group with the
drop shadow reflecting the collective shape of all of the items in the group.

Customizing drop shadows

Using the controls in the Measurements palette, you can customize how a drop
shadow looks, including its distance from the item, size in relation to the original
item, offset, angle of light source, color, shade, opacity, blur, and more. You can
also synchronize the angle with other drop shadows in the layout, making it
easy to maintain a significant light source throughout a layout and making drop
shadows seem more natural.

Incorporating drop shadows with items

Additional options control how drop shadows interact with items, including
handling opacity and text runaround. As with the other controls, these options
are located in the Measurements palette.
● Use Inherit Item’s Opacity to have the drop shadow reflect different opacities
in the item, such as differences in the box background and border.
● Use Item Knocks Out Drop Shadow to prevent a shadow from displaying
through semi-opaque areas of an item — to keep a shadow from peeping
through its box, for example.

A Guide to QuarkXPress 2022 | 434

● Use Runaround Drop Shadow to include a drop shadow with the text wrap
contour.
● Use Inherit Item’s Opacity and Item Knocks Out Drop Shadow combined to
achieve different results based on the combination of these settings, as
shown here.

At far left, both Inherit Item’s Opacity and Item Knocks Out Drop Shadow are unchecked. Second from left,
only Inherit Item’s Opacity is checked. At far right, both options are checked.

A Guide to QuarkXPress 2022 | 435

Custom Bleeds

Bleed is the term used to describe items that are printed to the edge of a
finished page. Custom Bleeds functionality provides enhanced bleed
functionality for QuarkXPress, giving you more control over how items will
bleed.
To create a bleed in QuarkXPress, simply create items that extend past the edge
of the page onto the pasteboard, and then specify how much of the area beyond
the edge of the page should be printed. There are three types of bleeds:
● A symmetric bleed extends the same distance from each edge of the layout
page.
● An asymmetric bleed specifies different bleed amounts for each edge of the
page.
● A page item bleed prints all items that extend beyond the page edge in their
entirety.
The bleed rectangle is the distance the bleed extends beyond the page
boundaries, and is defined by the bleed values you enter. For example, if you
create a symmetric bleed with a value of 2 picas, the bleed rectangle
encompasses everything that is within 2 picas of each edge of the page. It is
important to note that the Custom Bleeds feature automatically creates the
bleed rectangle, but it does not automatically extend items into that area. You
must position items so that they extend beyond the layout page edge to create
the bleed.
 Before you output a layout to film, take a moment to preview the layout to
make sure the bleed will output as you expect. Choose File > Print >
Summary. The graphic page icon on the top-right side displays the bleed
area for the first page of the layout, and indicates whether any of the layout
or bleed is outside the imageable area. Remember to add the bleed area to
the layout dimensions when comparing the layout size to the imageable
area.

Large Pasteboard Integration with Bleed

In QuarkXPress 2020, the user can define the Layout Bleed settings while
creating the project, but the pasteboard did not allow bleed to be more than
about 12 mm.
There is an enhancement in QuarkXPress 2021 where Pasteboard height can be
increased, and Bleed values will be honored in addition to pasteboard length.

A Guide to QuarkXPress 2022 | 436

If the specified pasteboard length exceeds the max spread height, max possible
height will be used (i.e., Page Height + Bleed + Pasteboard length should not
exceed 225”).

Large Pasteboard integration with Bleed

Using Custom Bleeds

You can use Custom Bleeds to create bleeds when printing, saving a page as an
EPS file, exporting a layout as a PDF file. The procedure is similar for all of these
output options, but some bleed options are only available for certain output
methods.
● Print: The Bleed Type drop-down menu is in the Bleeds pane of the Print
dialog box.
● EPS: The Bleed Type drop-down menu is in the Save Page as EPS dialog box.
When you save a page as an EPS file, the Page Items and Clip at Bleed Edge
options are not available. This is because these options create a bounding
box that includes any item extending off the page. This could result in a
different bounding box for every page in a layout, which could lead to
inaccurate output.
● PDF: The Bleed Type drop-down menu is in the Export as PDF dialog box.

A Guide to QuarkXPress 2022 | 437

Using Clip at Bleed Edge
When creating a symmetric or asymmetric bleed, you can use the Clip at Bleed
Edge check box to define whether QuarkXPress uses the bleed value to clip
items:
● If Clip at Bleed Edge is checked, QuarkXPress prints all layout page items
and pasteboard items that are at least partially within the bleed rectangle,
and QuarkXPress uses the bleed values to clip items.
● If Clip at Bleed Edge is unchecked, QuarkXPress prints all layout page items
and pasteboard items that are at least partially within the bleed rectangle,
and does not clip such items unless they extend beyond the limits of the
printing device’s imageable area. Pasteboard items that are not within the
bleed rectangle do not print.

 If you store items on the pasteboard, make sure they are placed outside the
bleed rectangle when using a symmetric or asymmetric bleed. If they are
within the bleed rectangle, pasteboard items may print on final output.

A Guide to QuarkXPress 2022 | 438

Item Styles

Item Styles lets you save collections of item attributes — including color, border
style, line width, picture scale, and text inset — as named styles that you can
apply from a palette.
The Item Styles feature adds the Item Styles palette (Window > Item Styles), the
Edit Item Styles dialog box (Edit > Item Styles), and the Item Styles Usage dialog
box (Utilities > Item Styles Usage).
 Item Styles do not affect locked attributes of items (position, story, or
picture). For example, if you apply an Item Style to an item whose position is
locked (Item > Lock > Position), the item will not move according to any X, Y
values specified in the Item Style. When the item is selected, the name of its
Item Style will display with a + next to the name.
 Do not use Item Styles with the Shared Content and Composition Zones
features.
 Item Styles does not support tables.

Creating Item Styles

You can base an Item Style on a formatted item or create it from scratch. To
create an Item Style:
1 To start with a formatted item, select it. To start from scratch, make sure no
items are selected.
2 Click the New button in the Item Styles palette. You can also choose New
from the palette menu, or choose Edit > Item Style and then click New in the
dialog box.

A Guide to QuarkXPress 2022 | 439

Edit Item Style dialog box
3 In the General tab, enter a descriptive name in the Name field.
4 If you want a keyboard shortcut, enter it in the Keyboard Equivalent field. On
Mac OS X, you can use any combination of Command, Option, Control, and
Shift with the numbers on the numeric keypad or the function keys. On
Windows, you can use any combination of Control and Alt with the numbers
on the numeric keypad, or any combination of Control, Alt, and Shift with the
function keys.

 If you choose to use the function keys, you will override any QuarkXPress
commands and system-level commands.
5 If you want to base this Item Style on another Item Style, choose an option
from the Based On drop-down menu.
6 If you’re starting with a selected item, review the attributes listed in the
Description area or click the tabs to review their settings.
7 To make changes to the Item Style, first click a tab, and then:
● Check Apply to include attributes from a tab with the Item Style. Then,
check each attribute you want to include and modify it as necessary.

A Guide to QuarkXPress 2022 | 440

 ● Uncheck Apply if you don’t want to include any attributes from an entire
tab.
● Uncheck an individual attribute to remove it from the Item Style.

Integration of Custom Border Styles with Item Styles

Custom Border Styles in Item Styles: QuarkXPress 2019 (v15.1) allows you to
set the custom border styles (dashes and stripes) in Item Styles. You can now
save an item style with a custom border and use that item style across projects.

Custom Border Styles in Item Styles

Using the Item Styles palette

To apply an Item Style to all selected items, click the Item Style’s name in the
Item Styles palette. The New and Delete buttons let you add and delete Item
Styles. The Update button lets you update an item style definition based on
local changes to the applied item style.

A Guide to QuarkXPress 2022 | 441

 You can also apply an Item Style to selected items by choosing the Item
Style name from the Style > Item Styles submenu.

The Item Styles palette

To apply an Item Style, select the target items and then click the name of the
Item Style in the Item Styles palette. You can also press the keyboard command
shown to the right of the Item Style’s name.
The Item Style applied to the selected item (if any) displays in bold in the Item
Styles palette. If the name has a + next to it, the item uses local formatting that
is different from what is defined in the Item Style. To remove local formatting
from an item, select the item, click No Style at the top of the Item Styles palette,
and then click the Item Style name again. You can also remove local formatting
by Option+clicking/Alt+clicking the name of the Item Style.
To create, edit, duplicate, delete, import, or export Item Styles, use the Item
Styles dialog box (Edit > Item Styles). You can also edit Item Styles by
Option+clicking/Alt+clicking the Item Style name in the Item Styles palette or
selecting the Item Style and choosing Edit from the Item Styles palette menu.
See also “Creating Item Styles“ and “Checking Item Style usage.”

Integration of Auto Grow Text Boxes in Item Styles

Auto Grow in Item Styles: QuarkXPress 2019 (v15.1) allows you to set the text
box dimensions to auto so that the box grows automatically as you type.

A Guide to QuarkXPress 2022 | 442

Auto Grow in Item Styles

Integration of Heterogeneous Borders in Item Styles

Heterogeneous Borders in Item Style: QuarkXPress 2019 (v15.1) allows you to

create an item style with heterogeneous border where a user can define a
different border for each side of the box. Drawing order for heterogeneous
border can also be set in Item Style.

A Guide to QuarkXPress 2022 | 443

Heterogeneous Borders in Item Style

Checking Item Style usage

To see where Item Styles are used and where local overrides occur, choose
Utilities > Item Styles Usage. The Item Styles Usage dialog box lists each use of
an Item Style, its page number, and its status.

The Item Styles Usage dialog box

A Guide to QuarkXPress 2022 | 444

The options in the Item Styles Usage dialog box work as follows:
● To scroll to an item that uses an Item Style, click it in the Name column and
then click Show.
● If a selected item is listed as Modified, it has local overrides. Click Update to
get rid of all local overrides.
● If your Item Style usage contains errors, click Show Errors.

A Guide to QuarkXPress 2022 | 445

DejaVu (Windows only)

The DejaVu feature adds a list of recently opened projects to the File menu,
either at the bottom or as a hierarchical menu from the File > Open submenu.
This list enables you to access projects with increased speed and ease. You can
also use DejaVu to designate default folders for retrieving text and pictures, and
for opening and saving projects.
The File List feature adds a list of recently opened projects to the File menu,
either at the bottom or as a hierarchical menu from the File > Open submenu.
You can choose to display from three to nine recently edited and saved projects.
To change File List settings, use the controls in the File List pane of the
Preferences dialog box (QuarkXPress/Edit menu).
Use the Default Path feature to designate default folders for the following File
menu commands: Open, Import, Save, and Save as.
 The Default Path feature does not work until you specify default paths. To do
so, display the Default Path pane of the Preferences dialog box
(QuarkXPress/Edit menu). Once you have specified a default path for a File
menu command, the application uses that path whenever you execute that
command.

A Guide to QuarkXPress 2022 | 446

Document Construction

The Layers feature lets you easily hide, show, and suppress the printing of
groups of objects. The Lists feature lets you create tables of contents and other
lists. The Index feature lets you automatically generate an index of a layout. The
Libraries feature lets you keep often-used elements in an easy-to-reach place.

Using automatic page numbering

To insert an automatic page number on every page:
1 Display a master page by choosing its name from the Display submenu
(Page > Display), or by clicking on the icon at the lower left hand corner of
the document window.
2 Create a text box where you want a page number to appear.
3 Press Command+3/Ctrl+3. This enters the Current Page Number character
<#>. Layout pages based on that master page will display the current page
number in the location where you place the Current Page Number character.
4 Select the Current Page Number character <#> and specify the desired
character attributes.

Creating an automatic text box

An automatic text box lets you automatically flow text from page to page. To
create an automatic text box:
1 Display a master page by choosing its name from the Display submenu
(Page > Display).
2 Create a text box where you want the automatic text box to appear.
3 Select the Linking tool .
4 Click the Auto Text Box Linking icon in the upper left hand corner of the
page.
5 Click the box you created in step 2.
All pages based on this master page will contain an automatic text box. Text
inserted into this box will automatically flow from page to page.

A Guide to QuarkXPress 2022 | 447

Working with master pages
Master pages are like templates for pages. If you want to use the same heading,
footing, background, page number positioning, and so forth on some of your
pages, you can create these things on a master page, and then just apply that
master page to the layout pages that need it. If you want to use a different set of
page content on either side of a spread, you can do that too. A single layout can
have multiple master pages, so that you can automatically format different parts
of the same layout.
The topics below describe master pages in more detail.

Creating a master page

The best way to explain master pages is by example. In this example, we will
create a facing-page master page with an automatic text box, automatic page
numbers in the footer, and wide inside margins. To create such a master page:
1 Create a new facing-page layout with an automatic text box.
2 Choose Window > Page Layout. The Page Layout palette displays.

Page Layout palette

Note that there is already a default master page named A-Master A. You can tell
that this master page has been applied to the first page because of the A that
displays on the page icon in the bottom part of the palette.
3 You can create single-page master pages by dragging the Blank Single Page
icon into the master page area at the top of the palette. In facing-page
documents, you can also create facing-page master pages by dragging the
Blank Facing Page icon into the master page area. Drag Blank Facing Page
. A new facing-page master page named B-Master B displays in the palette.

A Guide to QuarkXPress 2022 | 448

Page Layout palette with new master page
4 To display the new master page for editing, double-click the B-Master B icon.
The master page displays in the main window. Note that because this is a
facing-page master page, it includes two pages: The left page and the right
page. Also, note the broken-link icons in the upper left.

Blank facing-page master page

5 To add page numbers, draw two boxes on the lower left and right, as shown
below. In each of these boxes, click with the Text Content tool and then
choose Utilities > Insert Character > Special > Current Box Page #. This
inserts a character that will display as the current page number in layout

A Guide to QuarkXPress 2022 | 449

 pages. Format and justify the character any way you like. (Of course, you can
put your page numbers anywhere you want to.)

Page number characters on either side of a facing-page master page

6 To indicate where the text should go, draw some guides and then draw two
text boxes like those shown below.

Master page with guides and text boxes

7 Now you must link the text boxes to the automatic text chain. With the Text
Linking tool selected, click the broken-link icon at the top of the left

A Guide to QuarkXPress 2022 | 450

 page, then the text box on the left page. Then click on a blank part of the
page. Finally, click the broken-link icon at the top of the right page, and
then the text box on the right page. The text boxes on these two master
pages are now linked to the automatic text chain.
8 Double-click the master page’s name in the Page Layout palette and change
it from “B-Master B” to “B-Body Spread.”
9 Choose Page > Display > Layout. The view switches back to the layout
pages.
10 Click in the text box on page 1 with the Text Content tool .
11 To add two new pages that use the new master page, choose Page > Insert.
The Insert Pages dialog box displays.

Insert Pages dialog box

 You can also add pages by pressing Option/Alt and then dragging a master
page to the desired location in the bottom part of the Page Layout dialog
box.
12 Enter 4 in the page(s) field, click after page, and choose B-Body Spread from
the Master Page drop-down menu. After you choose the master page, check
Link to Current Text Chain, then click OK. Four new pages are added to the
layout, and both of them have the text boxes and page numbers you created
on the master page.
To verify that the new master pages have been linked to the master text chain,
click in any of the main text boxes with the Text Content tool and then choose
Utilities > Insert Placeholder Text. The entire text chain fills with text.

A Guide to QuarkXPress 2022 | 451

Master pages filled with Placeholder Text.
13 To add sections, choose Page > Section. The Section dialog box displays.

Section dialog box

 If you specify a section name (optional), you may use that name to specify
the pages that will be used for creating a table of contents in HTML5
Publications and iOS Apps. Refer to A Guide to Digital Publishing with
QuarkXPress for more details.

Applying master pages

There are two ways to apply a master page to a layout page.

A Guide to QuarkXPress 2022 | 452

● Drag the master page from the top part of the Page Layout palette (Windows
menu) to the target page in the bottom part of the palette.
● Select the target page or pages in the bottom part of the Page Layout palette,
then press Option/Alt and click the desired master page in the top part of the
palette.

Updating master pages

When you make a change to a master page, that change is automatically made
to any layout pages that use that master page. In other words, if you move the
page number box on a master page, the page number box will be automatically
repositioned on every page that uses that master page.
If you make a change to a master page item on a layout page, then reapply the
master page, one of two things can happen:
● If Master Page Items is set to Keep Changes (QuarkXPress/Edit >
Preferences > Print Layout > General pane), the changed item is left where it
is but is no longer linked with the master page, and a copy of the item from
the master page is added.
● If Master Page Items is set to Delete Changes (QuarkXPress/Edit >
Preferences > Print Layout > General pane), the changed item is deleted and
replaced with a copy of the item from the master page.

Master pages and layout families

Master pages work a little bit differently with layout families than they do with
layouts that are not part of a layout family. (For more information about layout
families, see “Understanding layout families” in A Guide to App Studio.)
● If you add, delete, or rename a master page in a layout family, the master
page is added, deleted, or renamed in all of the layouts in that layout family.
● If you add pages to one of a layout family’s layouts with a particular master
page, pages with that same master page are added to the other layouts in
the layout family.
● If you apply a master page to a layout page in one of a layout family’s
layouts, that master page is not applied to the corresponding pages in the
layout family’s other layouts. This allows you to use different master pages
for the vertical and horizontal versions of a page in a layout family.
● If you make a change to a given master page in one of a layout family’s
layouts, that change is not reflected in the same-named master pages in the
other layouts. This allows you to customize master pages for each of a
layout family’s page designs.

A Guide to QuarkXPress 2022 | 453

Variable Page Size
QuarkXPress 2020 allows its user to design layout(s) with variable page sizes
(mixed page sizes). Ex: Designing a layout with portrait and landscape
orientation.
There will be new user interface to create master page from the page layout
palette, where user can give page dimensions and orientation and name of the
master.

Variable page size

A Guide to QuarkXPress 2022 | 454

Variable page size
User can also edit existing master page dimensions. A contextual menu item
“Edit Master” is added in page layout palette to edit the existing master page
dimensions. On adding a Variable Master Page with dimensions different from
the Original master page or on editing the dimensions of the Original master
page, an overridden symbol is displayed on the Master page in Page Layout
palette. This is an indication of the Variable Page size. When you hover the
mouse over the master page in the page layout palette, a tool tip will show the
overridden attributes of the master page.

A Guide to QuarkXPress 2022 | 455

Variable page size

A Guide to QuarkXPress 2022 | 456

Variable page size

Duplicate Pages
QuarkXPress 2020 enables its users to duplicate single or multiple pages with
ease. We have added the ability to duplicate the selected pages with the help of
an easily accessible menu option to page layout palette. The duplicated pages
will be inserted after the last page in the currently selected pages.

A Guide to QuarkXPress 2022 | 457

Duplicate pages

Working with layers

The Layers palette is the “control center” for layers. You can hide, show, lock, or
unlock layers with a single click in this palette. You also can use this palette to
specify the active layer (where newly drawn objects will go), to rearrange the
stacking order of layers, to merge layers, and to move objects from one layer to
another.
Each layer you create has a unique color swatch in the Layers palette. When you
create an item on a layer, the item’s bounding box and handles use that layer’s
color.

A Guide to QuarkXPress 2022 | 458

To display the Layers palette, choose View > Layers.

You can work with layers in the Layers palette.

Every layout has a Default layer. You can add and remove items from the Default
layer, but you cannot delete the Default layer.
A layout can contain up to 256 layers, including the Default layer.

Understanding layers
A QuarkXPress layer is like a clear overlay that covers every page in a layout.
You can put almost anything on a layer, including picture boxes, text boxes,
lines, tables, interactive objects, and any other kind of QuarkXPress item.
Layers can be useful in many different ways:
● You can put all pictures on a one layer and all text on another layer, allowing
you to work more easily with boxes should they overlap.
● You can put different translations of a document on different layers, and thus
store all language versions of the document in the same layout. When you
print the layout, you can hide all of the layers except the one that contains
the language you want.
● You can put different versions of a design on different layers, so that you can
easily switch back and forth among variations on the design theme when
showing a design to a client.
● You can use layer locking to prevent accidental changes to layers containing
page elements that should not be altered. For example, if you’re going to be
printing on stock that is preprinted with a letterhead and background
graphic, you can include that letterhead and background graphic in a layer so
that you can see what the finished printed piece will look like, and then you
can lock that layer and omit it from printing.
If you have used image-editing applications such as Adobe Photoshop, you may
already be familiar with the concept of layers. However, layers have some
implications in QuarkXPress layouts that they do not have in image editing:
● Even if a front layer is showing, you can “click through” any empty portions of
that layer and select items on underlying layers, without having to manually
change the active layer.

A Guide to QuarkXPress 2022 | 459

● Each layer exists on every page in a QuarkXPress layout, rather than being
specific to a page or spread. This makes it easy to control the appearance of
every page in a long layout.
● Text in a rear layer can run around objects in a front layer.

Creating layers
To create a layer, click the New Layer button in the Layers palette. The new
layer is added to the Layers palette, in front of the active layer. The new layer is
active by default, which means that any items you create will be placed on that
layer.
To create a new item on a particular layer, first click the layer’s name in the
Layers palette to activate that layer. Then use any of the standard item creation
tools to create items on the layer.

Selecting layers
The active layer is identified in the Layers palette by the Edit icon . The active
layer is the layer where any new items you create will be put. You can set the
active layer in two ways:
● Click the layer name in the Layers palette.
● Select a single item on the page. That item’s layer automatically becomes
the active layer.
Only one layer can be active at a time (even if you select items on more than one
layer at a time). However, you can select more than one layer at a time (for
example, if you want to merge the layers). To select more than one layer, do one
of the following things:
● Select items from more than one layer (for example, by selecting everything
on the page).
● To select consecutive layers in the palette, press Shift while you click the first
and last layer in the range you want to select.
● To select non-consecutive layers in the palette, press Command/Ctrl while
clicking the layers you want to select.

 To deselect a layer when multiple layers are selected, press Command/Ctrl

and click the layer you want to deselect.

Showing and hiding layers

The Visible column in the Layers palette controls which layers display at any
given time. When the Visible icon appears in the Visible column, a layer is
visible.

A Guide to QuarkXPress 2022 | 460

● To show or hide a layer, click in the Visible column to the left of that layer’s
name. You can also double-click a layer to display its Attributes dialog box,
check or uncheck Visible in the dialog box, and then click OK.
● To show or hide all the layers in a layout at once, select a layer name and
choose Show All Layers or Hide All Layers from the Layers palette context
menu.
● To hide all layers except the active layer, select the name of the layer that you
want to be active and then choose Hide Other Layers from the Layers palette
context menu. Alternatively, you can press Control/Ctrl while clicking the
Visible icon of the layer you want to display; all other layers will be hidden.
● To display all layers except the active layer, choose Show Other Layers from
the Layers palette context menu.
When you use the Find/Change feature, QuarkXPress searches hidden layers as
well as visible layers. If a match is found on a hidden layer, QuarkXPress
temporarily displays the hidden text box or text path.
When you check the spelling in a layout or story, QuarkXPress searches all
layers in the layout or story. If questionable spelling is encountered on a hidden
layer, QuarkXPress temporarily displays the hidden text box or text path.
When a layer is hidden, that layer displays unchecked by default in the Layers
pane of the Print dialog box, and consequently that layer will not print (unless
you click to check the layer manually in the Print dialog box).
When you create an item on a hidden layer, that item remains visible until you
deselect the item.

Determining which layer an item is on

There are two ways to determine which layer an item is on:
● Look at the object’s bounding box and handles (you may need to choose
View > Guides to see them). Each layer (except the Default layer) is assigned
a unique color swatch in the Layers palette, and the bounding boxes and
handles for objects on that layer are drawn in the layer’s color.
● Look at the Layers palette. When you select a page item, the Item icon
displays in the Layers palette next to the name of the layer that contains the
selected item. If you select multiple items on different layers, the Item icon
displays next to each layer that contains a selected item.

Deleting layers
You cannot delete the Default layer, but you can delete any other layer. When
you delete layers, you can choose whether to delete the items on the layers or
move the items to another layer. To delete a layer:

A Guide to QuarkXPress 2022 | 461

1 In the Layers palette, select the layer or layers to delete.
2 Click the Delete Layer button .
3 If there are items on the layers you are deleting, the Delete Layer dialog box
displays. Choose an option:
● If the layers include items that you want to delete, check Delete items on
selected Layer(s).
● If the layers include items that you want to move to another layer,
uncheck Delete items on selected Layer(s), and choose a destination
layer from the Move items to Layer drop-down menu.
4 Click OK.
To delete all unused layers in a layout, choose Delete Unused Layers from the
palette menu.

Changing layer options

You can control the following options for the selected layer in the Attributes
dialog box:
● Name: The layer’s name, as displayed in the Layers palette.
● Layer Color: The color used for the bounding boxes and handles of objects
on that layer.
● Visible: Controls whether the layer is visible in QuarkXPress.
● Suppress Output: Controls whether the layer is set to print when the layout is
printed. You can override this setting in the Print dialog box.
● Locked: Controls whether you can manipulate objects on this layer.
● Keep Runaround: Controls whether runaround from objects on this layer
applies to underlying layers when this layer is hidden.
To display the Attributes dialog box for a layer, double-click the layer’s name in
the Layers palette, or select a layer name in the palette and then choose Edit
Layer from the palette menu.

A Guide to QuarkXPress 2022 | 462

You can control layer options in the Attributes dialog box.
You can set the default values of the Visible, Locked, Suppress Output, and Keep
Runaround check boxes for new layers in the Layers panes of the Preferences
dialog box (QuarkXPress/Edit menu).

Moving items to a different layer

The Layers palette provides three methods for moving existing items to a
different layer. Using the Item tool , select the items you want to move, and
then do one of the following things:
● Click the Move Item to Layer button , and then choose the target layer in
the Move Items dialog box.
● Drag the Item icon to the target layer.
● Cut the items from their current layer and paste them on the target layer.
To place a copy of an item on a different layer, press Control/Ctrl while dragging
the Item icon to the target layer in the Layers palette.

 You can move master page items on layout pages from the Default layer to
other layers, but those items will no longer be master page items if you do
so.

Copying and pasting items between layers

There is an option in the Layers palette that allows you to set Paste To
Remember Layers.

A Guide to QuarkXPress 2022 | 463

Placeholder for image of the Layers palette.
This option is turned on by default. When it is on and one or more items are
copied and pasted, then the elements will be pasted on the same layer from
which they were copied. Layer matching is done by name, so if the item comes
from a different document with different layer names, a new layer with that
name will be created.
If the preference is turned off, all items will be pasted on the layer that is
currently active.

Changing the stacking order of layers

Stacking on a layer works the same way it does on a “plain” page. Within a layer,
each item has its own position in the stacking order (the front-to-back
positioning of the items on the layer). When you draw items on a layer, new
items are stacked in front of existing items on that layer. You can use the Send
to Back, Send Backward, Bring to Front, and Bring Forward commands (Item
menu) to change the stacking order of items within a layer, but these commands
do not move items to different layers. However, everything on a front layer
displays in front of everything on a rear layer.
To change the stacking order of layers, you can drag a layer to a new position in
the Layers palette. (The layer at the top of the Layers palette is the frontmost
layer of the layout.)

Layers and text runaround

Items on layers follow the standard runaround rule in QuarkXPress: Text can
only wrap around items that are in front of that text. For example, if you draw a

A Guide to QuarkXPress 2022 | 464

small picture box in the center of a column of text, the text will wrap around the
picture box by default.
When you hide a layer, you can either show or hide the text runaround caused by
the obstructing items on that layer. By default, text runaround forced by hidden
items is maintained.
● To hide the text runaround forced by items on a hidden layer, double-click the
hidden layer in the Layers palette to display the Attributes dialog box, and
then uncheck Keep Runaround and click OK.
● To change this default runaround setting for new layers, uncheck Keep
Runaround in the Layers pane of the Preferences dialog box
(QuarkXPress/Edit menu).

Duplicating layers
To duplicate a layer, select that layer in the Layers palette and choose Duplicate
Layer from the Layers palette menu. The new, duplicate layer is placed directly in
front of the original layer.
If you duplicate a story with linked text boxes that have been placed on different
layers, you will observe the following behaviors:
● If you duplicate the layer containing the first box in the story, all of the text in
that box, as well as the text in the linked boxes that complete the story, is
duplicated. The first box displays on the duplicated layer and displays an
overflow symbol.
● If you duplicate a layer that includes one of the boxes in the middle of the
story, all of the text in that box, as well as the text in the linked boxes that
complete the story, is duplicated. The middle box displays on the duplicated
layer and displays an overflow symbol. None of the text from any preceding
boxes in the story is copied onto the duplicate layer.
● If you duplicate the layer that contains only the last box in a story, only the
text in that last box, and none of the text from any preceding boxes in the
story, is copied to the duplicate layer.

Merging layers
When you merge two or more layers, all the items on all of the layers move to the
same layer. Stacking order is maintained both within and among all of the
merged layers (in other words, everything on a front layer remains in front of
everything on a rear layer). To merge layers:
1 In the Layers palette, select the layers to be merged.
2 Click the Merge Layers button in the Layers palette. The Merge Layers
dialog box displays.

A Guide to QuarkXPress 2022 | 465

3 Choose a target layer from the Choose Destination Layer drop-down menu.
4 Click OK. The visual indicators for the merged items display the color of the
layer to which you merged, and the layers that you selected for merging are
deleted.

 Layers cannot be merged when one of the selected layers is locked.

 Items may be merged from the Default layer, but the Default layer is never
deleted by a merge operation.

Locking items on layers

To avoid inadvertently making changes to items on a layer, you can use the
Layers palette to lock the entire layer.
Layer locking is independent from item locking. Items locked using Item > Lock
can still be selected and edited; items on a locked layer cannot be selected at
all. If you lock an item on a layer using Item > Lock, and then lock and unlock the
layer, the item retains the item lock even after the layer is unlocked.
The Lock column in the Layers palette controls the locking of layers. To lock
layers, use one of the following methods:
● To lock or unlock a layer, click in the Lock column to the left of the layer’s
name. You can also double-click the layer to display its Attributes dialog box,
check or uncheck Locked, and then click OK.
● To lock all but one layer, press Command/Ctrl and click in the Lock column
next to the layer you want to edit.
● To lock all layers, choose Lock All Layers from the palette menu.

Using master pages with layers

You can also use layers on master pages. Remember that items that come from
a master page that reside on the same layer will always be positioned behind
items on the document page.
 If you downsave to QuarkXPress 9 (which did not support layers on master
pages), all items on the master page will be put on the default layer and this
might create a different stacking order than existed in QuarkXPress 10.

Suppressing printout of layers

Just as you can suppress the printout of items such as picture boxes, you can
suppress the printout of layers. To suppress the printout of a layer, double-click
that layer in the Layers palette. In the Attributes dialog box, check Suppress
Output, and then click OK.

A Guide to QuarkXPress 2022 | 466

When Suppress Output is checked for a layer, that layer displays unchecked by
default in the Layers pane of the Print dialog box, and consequently that layer
will not print (unless you check the layer manually in the Print dialog box).

The Print dialog box provides settings for controlling which layers will print.
 To change the default print setting for new layers, check Suppress Output in
the Layers panes of the Preferences dialog box (QuarkXPress/Edit menu).

Object (Boxes) browser support with layers

Most modern applications working with graphics, illustration and photo editing
solutions work on a layer-based system. The QuarkXPress 2021 also supports a
layering system for placing and interacting design on different layers and do
some specific operations on a particular object.
With the QuarkXPress layers, the objects can be placed and managed in the
palette, making it easier for the user to utilize different layers accordingly.
With Object browser support, a designer can do various operations on the
created layers and objects inside it. With Object browser feature, users can view,
select and work on different objects like Text Box, Picture Box, Compositions,
and Shapes, etc. The editing and operations on these objects can be done
irrespective of their z-order preference. This feature has enhanced the Layer
Palette of the application to add the feature to it. Hence, to display and work
with the QuarkXPress Boxes, the user has all the legacy layer handling
functionalities provided.
● Inside the window menu > Open Layers palette.

A Guide to QuarkXPress 2022 | 467

 Layers Palette
● Now we can move box/object from one layer to another layer using drag and
drop.

A Guide to QuarkXPress 2022 | 468

 Multi Selection in Layers Palette
● We can group objects lying on different layers in a group box. The objects in
a group box will display with a group icon.

A Guide to QuarkXPress 2022 | 469

 Group Selection in Layers Palette
All boxes in the active spread will show in the Layers palette under the
respective layer, and all layers in the current document will be shown.

All the boxes within the layer will be present as per their Z-order. Users can re-
arrange the box object in the palette by simply dragging it to some other
location within the same layer or across the layers, and this will also update
boxes’ Z-order.

All boxes will be display with an identifiable name against their entry in the
layer’s palette:

Text Box: If blank, otherwise it will show a content snippet of the corresponding
box.
Picture Box: If blank, otherwise it will display the file name.
Shapes: All the shapes will be shown with an identifiable name.
None Boxes: Will have names based on their shape, i.e., Rectangle, Oval, Line, or
Shape.
Composition Zone: It will display with an identifiable name.
Table: It will display with an identifiable name.

A Guide to QuarkXPress 2022 | 470

Anchored Objects: It will display with an identifiable name. Nested anchored
objects will not be displayed.

If the user makes any changes in layout, e.g., such as content type, text box
content, and picture box content, it will be updated in the layers palette.

Object Selection in Layers palette.

Users can select the box on the layout then corresponding box will be selected
in the layout, likewise, choosing the box entry in the layers palette, then a
corresponding box will be selected in layout.

Behavior of Multi-selected Objects / Group Objects in Layer Palette.

If multiple object rows or group objects are selected in the palette, then user will
be able to do operations on all selected objects in a single click. After the click
operation, the selection will move to the layer selection and all boxes are
deselected from the palette.

User can hide/unhide one or multiple selected the box entries or group box
entries from within the palette by simply clicking on the eye button.

If multi selected objects have same state, then same operation show/hide will
be applied on all selected objects and selection moves to the default layer.

If multi selected objects have mixed state e.g., some are hidden and some are
visible, then show/hide will apply on all selected objects based on clicked row
behavior. And the selection moves to the default layer.

User can lock/unlock one or multiple selected object entries or group object
entries from within the palette by simply clicking on the lock button as in the
case of layers itself. Objects will get a position lock.

If multi selected objects have same state, then same operation lock/unlock will
be applied on all selected objects and selection moves to the default layer.

A Guide to QuarkXPress 2022 | 471

If multi selected objects have mixed state e.g., some are locked and some are
unlocked, then lock/unlock state will apply on all selected objects based on
clicked row behavior. And the selection moves to the default layer.

Double-Clicking behavior on Objects entries in the layers palette.

Double-clicking on a object in the palette with content type, either text or
picture, will select that individual object in content mode.
For a text box, a text cursor will appear.
For a picture box, the import dialog asking for the picture will appear.
For a table box, double-clicking on the table will select the first cell with its
corresponding content tool.

If a object is part of a group, then the corresponding object’s double-click

behavior will happen.
Right-click on a layer in the palette will open the contextual menu of a layer as in
legacy.
Right-click on object entry in layer palette will open the object’s contextual
menu.
Note : This feature can be used only in Print and digital fixed layout.

Using PDF layers

If you export a layout that includes layers as a PDF file, you can separately
control the following:
● Which layers are included in the exported PDF files
● Whether or not QuarkXPress layers exported as native PDF layers
For more information, see “Exporting a layout in PDF format.”

Working with lists

The Lists feature lets you collect the text of paragraphs that have specific
character or paragraph style sheets applied to them. Although the Lists feature
is most often used for creating a table of contents, you can also use it to create
a list of figures or pictures used in a publication.

A Guide to QuarkXPress 2022 | 472

Preparing for lists
Before you create a list, you must create and apply style sheets in your
document. Begin by creating style sheets to be used in a table of contents, such
as “Chapter Name,” “Section Name,” and “Body Text.” Then create another
paragraph style sheet for the formatted table of contents.

Including style sheets in a list

The first step in creating a list is to decide what style sheets you want to include
in the list. To create a table of contents, you might include chapter and section
style sheets in your list, since a table of contents generally lists chapter titles
and their respective page numbers. You can include paragraph and character
style sheets in lists.

Specifying levels in a list

You will also need to decide how the different levels in the paragraph style
sheets will be defined before generating a list. You might want chapter headings
to be at the first level and subjects within a chapter to be at the second level. For
example, if you are writing a manual about an application, and a chapter in the
manual is titled “File Menu,” you might want the chapter heading “File Menu” to
be the first level on your list. The “New,” “Open,” “Close,” and “Save” items
(subheadings in the “File Menu” chapter) could be at the second level. Making
decisions such as these beforehand will simplify the process of generating a
list.

Creating a list
Once you have created and applied the style sheets in your document and have
decided which ones will be included in your list, you are ready to start creating
your list. Choose Edit > Lists and click New to display the Edit List dialog box
and enter a name in the Name field.
The Available Styles list displays all of the style sheets in the active project.
Select each style sheet you want to use in the list and click Add to add it to the
Styles in List list. For example, if you want to include all headings that use the
“Heading 1” and “Heading 2” style sheets in a TOC, add these two style sheets to
the Styles in List list.
Once you’ve indicated which style sheets should determine what goes into the
TOC, you can specify how the TOC should be formatted. For each style in the
Styles in List list, choose a Level, a Numbering option, and a Format As style
sheet:
● Level determines how the contents of the list are indented on the Lists
palette (higher levels are indented further).

A Guide to QuarkXPress 2022 | 473

● Numbering lets you control if and where the list includes the page number
for each occurrence of a style sheet.
● Format As lets you specify the style sheet to be applied to each level of the
automatically generated TOC.

You can use the Edit List dialog box to create lists for things like automatic tables of contents.

Importing lists from another document

QuarkXPress lets you append lists from another document or from the Lists
dialog box (Edit > Lists), or by using the Append command (File > Append).

Navigating with lists

To view a list, display the Lists palette (Window menu), select the list in the List
Name drop-down menu, and then click Update. The selected list displays in the
Lists palette.

A Guide to QuarkXPress 2022 | 474

You can use the Lists palette to navigate in a layout.
 If your article contains multiple layouts, you can choose a different layout
from the Show List For drop-down list.
To locate a particular line in the active list, enter a word from that line in the
palette’s Find field. The list in the palette scrolls to the first appearance of that
word in the list.
To jump to a particular paragraph, double-click it in the Lists palette. The
window scrolls to that paragraph’s location in the layout.

Building lists
To create a TOC (or other type of list) in the layout, place the text insertion point
where you want the list to go, then click Build in the Lists palette. The list is built
automatically. The style sheets you selected for the list in the Format As drop-
down menu (New List dialog box) are applied automatically.
 If the text in the document is on the pasteboard, then a dagger character
(Mac OS X) or the characters “PB “ (Windows) displays next to the text in the
built list instead of a page number.

Updating lists
The Lists palette is not automatically updated as you work. When you make
changes to text, you must update the list to be sure it is current. Clicking the
Update button in the Lists palette scans the document for list items, and
rebuilds a list in the Lists palette.
To update a list that you have already flowed into a text box, select the box, click
Update to make sure the list is up-to-date, and then click Build. The application

A Guide to QuarkXPress 2022 | 475

detects that there is already a copy of the list in the layout and displays an alert
asking if you want to Insert a new copy of the list or Replace the existing
version. To update the existing list, click Replace.

Last Line Indent in Table of Contents

Prior to QuarkXPress 2019 (v15.1), while building Table for Contents (TOC), it
was not possible to define an indent spacing specifically for page numbers. As a
result, if the Table of Contents contained multi-line chapter/section headings,
the page number would wrap below the heading.

Last Line Indent in Table of Contents

In QuarkXPress 2019 (v15.1), you can define an indent spacing specifically for
page numbers in the Table of Contents.
There is no separate user interface control for the Last Line Indent. To define
last line indent, you can specify a Right Indent value in the paragraph style
sheet. While building the TOC, the right line indent value will be treated as the
Last Line Indent. Only page numbers will be allowed in the Last Line Indent
spacing. This setting is only applicable for Table of Contents.

Working with indexes

In QuarkXPress, indexing is accomplished by marking words in documents as
first level, second level, third level, or fourth level index entries. You can create
cross-references and choose whether index entries cover a word, a number of
paragraphs, a text selection, or all the text until the next occurrence of a specific
style sheet. When it is time to build the index, you specify a format (nested or
run-in), punctuation, a master page, and style sheets for the various levels.
QuarkXPress then creates and styles the index for you.

A Guide to QuarkXPress 2022 | 476

Software can automate the process of typing, formatting, and updating page
numbers in an index, but a person has to decide what goes into a meaningful,
useful index. Since the process cannot be fully automated, it may take extra
time to create an index, but when your readers are able to find the information
they need, it will be time well spent.

Specifying the index marker color

When you add a word to an index, QuarkXPress tags it with brackets or a box;
these are called index markers. Index markers are displayed in a document
when the Index palette is open (Windows > Index). You can customize the color
of index markers using the Index Preferences dialog box.
1 Choose QuarkXPress/Edit > Preferences > Index.
2 Click the Index Marker Color button to display a color picker.
3 Use the sliders, arrows, fields, or color wheel to specify a color for the index
markers.
4 Click OK to close the color picker; then click OK to close the Index
Preferences dialog box.

 When you index a range of text, it is marked with brackets. When you place
the Text Insertion bar in text and enter an index entry, the location is marked
with a box.

Creating index entries

Each item in an index, whether it is one word or several, is called an entry. Each
entry is assigned a level. Levels indicate the hierarchy of the entry, from first to
fourth. First level entries are the most general, and fourth level entries are the
most specific.
QuarkXPress lets you create four levels of index entries in a nested index and
two levels of index entries in a run-in index.

Creating a first-level index entry

A first-level index entry is a primary topic sorted alphabetically in an index.
 Before you start adding words to the index, you need to decide whether you
are creating a nested index or a run-in index. A nested index has up to four
levels of information with entries separated by paragraph returns and
different style sheets. A run-in index has two levels of information with
second level entries immediately following first-level entries in the same
paragraph.

A Guide to QuarkXPress 2022 | 477

1 Place the Text Insertion bar in the text or select a range of text to establish
the beginning of the text you want to index.
2 To enter text for the first-level entry in the Text field of the Index palette
(View menu), select text in the document or type in the field.
3 To override the alphabetical indexing of the entry, enter text in the Sort As
field. For example, if the entry is “20th Century,” you might want it sorted as
“Twentieth Century.” This does not affect the spelling of the index entry.
4 Choose First Level from the Level drop-down menu.
5 To override the default character formatting applied to a page number or
cross-reference, choose another character style sheet from the Style drop-
down menu. The default formatting is the character style of the entry text.
6 Choose an option from the Scope drop-down menu to specify the range of
text the index entry covers.
7 Click the Add button on the Index palette; the first-level index entry is
listed alphabetically in the Entries list. The indexed text is marked with
brackets or a box in the document. You can also click the Add All button to
add all occurrences of the selected text to the Entries list.

 You can add an index entry by selecting the text in the document, displaying
the context menu, and selecting Add to Index. The entry will be added using
the selected levels, style, and scope. The displayed context menu is the same
as the context menu for a text box, with the exception of Add to Index.
If you select a word, add it to an index, and then try to add the selected word to
the index again (for example, under a different level), you will receive an alert:
“An index reference already exists at this location.” To index the same word
more than once, place the Text Insertion bar in the word, then enter the desired
word in the Text field. The second index entry displays a box plus brackets for
the index marker.
Pressing Option/Alt changes the Add button to Add Reversed . The Add
Reversed button adds an entry to the Entries list in reverse order and adds a
comma to the entry. For example, “Elaine DeKooning” is added as “DeKooning,
Elaine” when you click the Add Reversed button. “Lila Cabot Perry” would be
added as “Perry, Lila Cabot.”
Pressing Option/Alt changes the Add All button to Add All Reversed . Clicking
the Add All Reversed button will add all occurrences of the selected text to the
Entries list in reverse order.

A Guide to QuarkXPress 2022 | 478

Creating a second-, third-, or fourth-level index entry
In a nested index, second-level, third-level, and fourth-level entries are
positioned under first-level entries in the new paragraph. In a run-in index,
second-level entries follow first-level entries in the same paragraph.
1 Place the Text Insertion bar at the beginning of the range of text you want to
index.
2 Use the Text, Sort As, Style, and Scope controls as you would to create a
first-level index entry.
3 Click next to an entry in the left column of the Entries list to specify that entry
as the higher-level entry that the second-, third-, or fourth-level entry will go
under.

 Second-, third-, and fourth-level entries are indented if the paragraph style
sheet used in the built index has a left indent value.
4 Choose Second Level, Third Level, or Fourth Level from the Level drop-down
menu.
The arrow location determines which Level options are available. The Second
Level option is available when the arrow is next to a first- or second-level entry,
the Third Level option is available when the arrow is next to a first-, second-, or
third-level entry, and the Fourth Level option is available when the arrow is next
to a first-, second-, third-, or fourth-level entry.
5 Click the Add button . The new index entry is alphabetized and indented
under the appropriate entry.

 Choose Suppress Page # in the Scope drop-down menu when an index entry
will be used as a heading for more levels of information. For example, if you
were creating a cookbook, you might create an entry for “Cake,” suppress its
page number, and then list different types of cakes, such as “chocolate” or
“lemon,” as second- or third-level entries.

Creating cross-references
In addition to listing page numbers for index entries, you can also refer readers
to other topics. For example, in a reference to “Typography,” you might list “See
also Fonts.” To do this, you create cross-references. You can create a cross-
reference to an existing entry in the index, or you can add a new entry
specifically for the cross-reference. Use the Index palette (View > Show Index) to
create cross-references.

Creating a cross-reference for a new index entry

To create a cross-reference for a new index entry:

A Guide to QuarkXPress 2022 | 479

1 Place the Text Insertion bar anywhere in text (it doesn’t matter where you
place it because page numbers will not be listed for this entry).
2 Enter text for the entry in the Text field of the Index palette.
3 Use the Sort As and Level controls as you would to create any other index
entry.
4 Choose Cross-Reference from the Scope drop-down menu. Choose the type
of cross-reference you want from the drop-down menu: See, See also, or See
herein.
5 Specify the index entry being cross-referenced by entering text in the field or
clicking an existing entry in the list.
6 Click the Add button. Expand the entry to see the cross-reference text.

Creating a cross-reference for an existing index entry

To create a cross-reference for an existing index entry:
1 Place the Text Insertion bar anywhere in text (it doesn’t matter where you
place it because page numbers will not be listed for this entry).
2 Select an entry in the Entries list. The entry is automatically placed in the
Text field.
3 Click the Edit button on the Index palette, double-click the entry, or select
the entry and display the context menu.
4 Choose Cross-Reference from the Scope drop-down menu. Choose the type
of cross-reference you want from the drop-down menu: See, See also, or See
herein.
5 Specify the index entry being cross-referenced by entering text in the field or
clicking an existing entry in the list.

 To see the cross-reference text in the Entries list along with the page number
references, expand the entry.
 When you build an index, cross-references immediately follow page number
references. They are formatted with the character style sheet specified in the
Index Preferences dialog box (Edit > Preferences > Index). If you specify
Entry’s Style, the cross-reference will use the same style sheet as the entry it
follows. Using the Style drop-down menu (Index palette) to specify a
character style sheet for a cross-reference will override the style sheet you
specified in the Index Preferences dialog box. The text you enter in the
Cross-Reference field will have that style sheet applied; however, the style
sheet will not be applied to the “See,” “See also,” or “See herein” part of the
cross-reference.

A Guide to QuarkXPress 2022 | 480

The punctuation preceding cross-references is specified in the Before Cross-
References field of the Index Preferences dialog box (QuarkXPress/Edit >
Preferences > Index). If you want punctuation following a cross-reference, enter
it after the cross-reference text you entered in the Index palette.

Editing an index entry

You can select an index entry and edit the information in the Text or Sort As
fields. You can also select a cross-reference or page number reference and edit
the information in the Style or Scope drop-down menus. You can also change
an entry’s level.
1 Select an entry or reference in the Entries list. (To see the references, expand
an entry.)
2 Click the Edit button on the Index palette, double-click the entry, or select
the entry and choose Edit from the context menu.
While you are in edit mode, the Edit button displays reversed.
3 Make any changes to the selected entry or reference. You can also select
and edit other entries and references.
4 Click the Edit button again to exit the edit mode.

Deleting an index entry

To delete an index entry and remove its index markers from the text:
1 Select an entry or reference in the Entries list. (To see the references, expand
an entry.)
2 Display the context menu and choose Delete or click the Delete button on
the Index palette.

Specifying the punctuation used in an index

The Index Preferences dialog box lets you specify the punctuation that is
automatically inserted when you build an index.
1 Choose QuarkXPress/Edit > Preferences > Index.
2 Enter index punctuation, including any surrounding spaces, and cross-
reference style sheet in the Separation Characters fields.
● Following Entry specifies the punctuation immediately following each
entry in an index (usually a colon). For example, “QuarkXPress: xii, 16–17,
19” uses a colon and a space after the index entry “QuarkXPress.”
When a cross-reference immediately follows an index entry, the Before Cross-
Reference characters are used rather than the Following Entry characters.

A Guide to QuarkXPress 2022 | 481

 ● Between Page #s specifies the words or punctuation used to separate a
list of page numbers (usually a comma or semicolon). For example,
“QuarkXPress: xii, 16–17, 19” uses a comma and a space between page
numbers.
● Between Page Range specifies the words or punctuation used to indicate
a range of pages (usually an en dash or the word “to” with a space on
either side, like this: “ to “). For example, “QuarkXPress: xii, 16–17, 19”
uses an en dash between a range of pages.
● Before Cross-Reference specifies the words or punctuation used before a
cross-reference (usually a period, semicolon, or space). For example,
“QuarkXPress: xii, 16–17, 19. See also Page Layout” uses a period and a
space before the cross-reference.
● Cross-Ref style specifies the style sheet to be used for a cross-reference.
This style sheet is applied only to “See,” “See also,” and “See herein.”
● Between Entries specifies the words or punctuation used between entry
levels in a run-in index (usually a semicolon or period). A run-in index
lists the entries and sub-entries of an index entry in a paragraph rather
than with nested tabs. For example, “QuarkXPress: xii, 16–17, 19; Printing
from: 62–64; Typesetting in: 32, 34” uses a semicolon between entries.
In a nested index, the Between Entries characters are used as the ending
punctuation for each paragraph.
3 Click OK.

 The completed index consists of formatted text, not of dynamic links to

indexed text. If you continue to edit text or the Entries list, you need to rebuild
the index.
 You can enter up to 72 characters in any of the Separation Characters fields.
You can also use certain “XPress Tags” in the Separation Characters fields.
For example, if you enter \t in the Following Entry field, when you build your
index, a default tab will automatically be inserted after your entry.

Building an index
Use the Build Index dialog box to create an index from the contents of the Index
palette.
When you build an index, QuarkXPress compiles the list, formats it according to
your specifications, and flows it into pages based on the master page you
choose. Index preferences are document-specific when set with a document
open.
Before building the index, create a master page with an automatic text box for
your index. Next, create paragraph style sheets for the section heads and all the

A Guide to QuarkXPress 2022 | 482

levels used in your index. Normally, the levels are distinguished by varying
indentations.
To build an index:
1 Choose Utilities > Build Index or display the context menu for the Index
palette and choose Build Index.
2 Click Nested or Run-in for the Format. If your index is organized with more
than two levels of information, you should create a nested index. If you
decide to create a run-in index, all levels of information for any entry will be
listed in the same paragraph with no hierarchy.
3 Check Replace Existing Index to overwrite the existing index.
4 To add headings to each alphabetical section in the index, check Add Letter
Headings and choose a style sheet from the drop-down menu.
5 Choose a Master Page for the index (only master pages with automatic text
boxes are listed). QuarkXPress automatically adds the necessary pages to
the end of the document to contain the index. If you specify a facing-page
master page, a right-facing page is added first.
6 Choose style sheets for each level of the index from the Level Styles drop-
down menus. If you clicked Run-in for the Format, only the First Level
drop-down menu is available (because all the levels are flowed into the same
paragraph).
7 Click OK to close the Build Index dialog box and create the index.

 If you need to compare two versions of an index, uncheck Replace Existing

Index in the Build Index dialog box (Utilities menu).

Editing final indexes

After you build an index, you need to look it over closely. Check that the index is
thorough, the cross-references are appropriate, and the levels are logical. See if
you like the punctuation and formatting. It is unlikely that you will be absolutely
happy with the first index you build. You can solve some issues by editing and
rebuilding the index, while other issues will require local formatting of the index
text.

Nonprinting text in an index

If the text marked in brackets will not print because it is on the pasteboard,
obscured by another item, or overflowing its box, then a dagger character † (Mac
OS X) or the characters “PB” with a space after the B (Windows) displays next to
the entry in the index instead of a page number.

A Guide to QuarkXPress 2022 | 483

Mac OS X only: To search for the dagger character, enter Option+T in the Find
what field of the Find/Change dialog box (Edit menu), and then see if you can
solve the problem in the document or simply remove the daggers from the built
index.
Windows only: To search for the “PB “characters, enter them (including the
space) in the Find what field of the Find/Change dialog box (Edit menu), and
then see if you can solve the problem in the document or simply remove the
characters from the built index.

Editing and rebuilding the index

To solve issues with the punctuation, the index entries, or the organization of the
index, go back to the Index palette, the Index Preferences dialog box
(QuarkXPress/Edit > Preferences > Index), or the Build Index dialog box (Utilities
menu). Make the necessary changes, and rebuild the index.

Updating the index

If you edit an indexed document after you build the index, you should build the
index again. Because QuarkXPress will not update the index text automatically,
you should build your final index only when you are fairly certain the document
is final.

Applying local formatting to the index

When you have an index you are happy with — and are almost certain the
publication will not change — you can often still improve your index with local
formatting. For example, if you only have one entry each under the headings “W,”
“X,” “Y,” and “Z,” you might combine them into a single heading for “W–Z.” Or
you might want to use the Find/Change dialog box (Edit menu) to apply type
styles to certain words. Remember that the changes will not be reflected in
future versions of the index if you decide to delete or change entries at this
stage.

Working with books

Multiple-document publications can be challenging to manage. Page numbers
need to be consecutive, colors and style sheets to be synchronized. Books help
you meet this challenge.
Books are QuarkXPress files that display as windows containing links to
individual layouts from single or multiple projects, called chapters. Once
chapters are added to a book, you can open, close, and track chapters through
the Book palette. QuarkXPress lets you synchronize style sheets and other
specifications used in the chapters of a book, print chapters from the Book

A Guide to QuarkXPress 2022 | 484

palette, and automatically update page numbers across chapters. You can also
export to multiple PDFs (per chapter) or export all chapters to a single PDF from
the Book palette.
You can open only one book at a time. While QuarkXPress is running, it
remembers recent opened books so that you can switch to/open another book
from the palette history. Books can be opened by more than one user at the
same time, so members of a workgroup can access different chapters. Books
stay open until you close them or until you quit QuarkXPress. Changes made to
books are saved when you close the Book palette or quit QuarkXPress.
Changes to books (such as adding or reordering chapters) are saved
automatically when you close books, or when you quit QuarkXPress. When you
open and edit chapters, the chapter documents need to be saved the same way
as any standalone QuarkXPress project, by using the Save command (File
menu).
 As members of a workgroup make changes to a book — for example, opening
or reordering chapters in a book — the book is updated to reflect the
changes. Only the first user to open a book can make changes to the book.
All other users can open the book in read-only mode. A user can open
chapters of the book that have not yet been opened by other members, make
changes and save. The other users will see the modified state.

Creating books
In QuarkXPress, a book is a collection of documents (chapters). You can create
a new book at any time. To create a new book:
1 Choose File > New > Book.
2 Use the controls in the dialog box to specify a location for the new book file.
3 Enter a name for the book in the Book Name/File name field.
4 Click Create. The new book displays as a window in front of all open
documents.

 When a book is created a Job Jacket XML file with the same name is also
created in the same location. This Job Jacket file is automatically attached
to the QuarkXPress project when it is added to the book. When the book is
copied to another location, this Job Jacket XML file must also be copied to
the new location.
 If you store book files in a shared location, multiple users can open books
and edit chapters. To use the Book feature in a multi-user environment, all
users must have the same path from their computers to the book; therefore,
the book must be stored on a common network server rather than a user’s
computer that is also accessing the book.

A Guide to QuarkXPress 2022 | 485

 Legacy books are not supported in 10 and books in QuarkXPress 10 are not
compatible with books from QuarkXPress 3 to 9. To recreate legacy books
you must add existing chapters to a new book after saving them in the
QuarkXPress 10 format.

Working with chapters

Books contain individual print layouts from QuarkXPress projects (called
chapters). To create chapters, you add print layouts from a single project or
multiple projects to open books. Chapters are opened through the Book palette
rather than the Open command (File menu). You can rearrange the chapters
within a book and you can remove chapters from a book. The chapters in a book
must be stored on the same volume as the book.

Adding chapters to books

To add chapters to an open book:
1 Click the Add Chapter button in the Book palette.
2 Use the controls in the dialog box to locate the first print layout to add to the
book. The dialog box presents the layouts available in the project to select
from. You can select a single layout or multiple layouts to be added to the
book. (By default all layouts in a project are selected to be added to the
book.) Each layout is treated as a separate chapter. When you add the first
chapter to a book, it becomes the master chapter by default. The master
chapter defines the style sheets, colors, hyphenation and justification
specifications, lists, and dashes and stripes that will be used throughout the
book. These attributes are specific to the master chapter: nonmaster
chapters have attributes independent of those in the master chapter.
QuarkXPress only supports adding Print layouts to a book. Ebook and App
Studio layouts are not supported.
3 Select the project and the print layouts in the list and click Add.
When legacy projects are added without saving them in a QuarkXPress 10
format, a new file with a suffix of _001 (_002, etc) is created and the newly saved
project is added to the book. The legacy project remains untouched.
4 Repeat steps 1–3 to add additional chapters to the book.
As you add chapters, they are listed in the Book palette. If a chapter is selected
in the Book palette when you click the Add Chapter button , the next chapter is
added immediately after that chapter. If no chapter is selected, the next chapter
is added to the end of the list.
A chapter can belong to only one book. If you also want to use a chapter in
another book, use the Save As command (File menu) to create a copy of the

A Guide to QuarkXPress 2022 | 486

document. Add the copy of the document to the other book. Placing a chapter in
another book may change the book’s page numbering.

Chapter status
Once you have chapters in a book, you and other users can begin to open, close,
and track chapters using the Book palette. The Status column in the Book
palette shows the current state of each chapter:
● Available indicates that you can open the chapter.
● Open indicates that you already have the chapter open on your computer.
● Modified indicates that the chapter has been opened and edited
independently of the book. To update the status to Available, reopen the
chapter through the Book palette, and then close the chapter.
● Missing indicates that the chapter’s file has been moved since it was added
to the book. Double-click the chapter name to display a dialog box; then
locate the file.

Opening chapters in books

Although multiple users can open the same book, only one user at a time can
open a chapter. To open a chapter, the Status column must show that the
chapter is Available or Modified. Double-click the name of an available chapter
to open it.

Opening chapters independently of books

If you need to work on a computer that is not part of the network where the book
resides (for example, if you need to edit a chapter at home), you can work on a
copy of a chapter independently of its book. When you are finished with the
chapter, copy it back to its original location on the network; it will display in the
Book palette as Modified.
 To ensure that other users do not edit the original chapter while you are
editing a copy, you can place the original chapter file in another folder so its
status will display in the Book palette as Missing.

Reordering chapters in books

You can reorder chapters in a book at any time, regardless of their status. When
you reorder chapters, automatic page numbers are updated. Click the chapter
name to select it; then click a Move Chapter button in the Book palette. The
selected chapter will move up or down one row.

A Guide to QuarkXPress 2022 | 487

Removing chapters from books
You can remove a chapter from a book at any time. Click the chapter name to
select it; then click the Remove Chapter button . The chapter name is removed
from the Book palette and the links to the chapter are broken. The chapter
becomes a standard QuarkXPress document.

Controlling page numbers

If your chapters have sections (Page > Section) when you add them to a book,
the sections and page numbers are maintained. For example, each chapter in a
book might be a new section. If your chapters do not have sections,
QuarkXPress assigns sequential page numbers to the chapters in a book. For
example, if the first chapter in a book is 10 pages long, the second chapter
starts on page 11.
You can add and remove sections to change the page numbering of a book. If a
document page has an automatic page number character on it, that page will
display the appropriate page number.

Working with sectioned chapters

If a chapter contains a section start, the section page numbering remains in
effect throughout the book until QuarkXPress encounters a new section start.
For example, when the first chapter in a book is a section with a page number
prefix of “A” all the pages in following chapters will have the “A” prefix until
QuarkXPress encounters a new section. In this example, the second chapter
might be a new section with a “B” prefix.
You can add, change, and delete sections in book chapters at any time (Page >
Section). If you remove all the sections from all the chapters in a book, the book
will revert to sequential page numbering.
 To view chapter page numbers in the Book palette, you must use automatic
page numbering.

Working with nonsectioned chapters

If chapters do not have sections, QuarkXPress creates a “book chapter start” for
the first page of each chapter. A book chapter start tells a chapter to begin its
page numbering after the last page of the previous chapter. To override a book
chapter start and create a section, open the chapter and choose Page > Section.
When you add pages to a chapter, reorder chapters, or remove chapters,
subsequent pages and chapters will be numbered according to this section
start.

A Guide to QuarkXPress 2022 | 488

 For output chapter pages to accurately reflect the page numbering of the
book, page numbers should be placed using the Current Page Number
character.
Any user who opens a book can add, reorder, and delete chapters. The user can
also add sections to chapters to override the sequential page numbering or
synchronize chapters. You may want to assign these tasks to one user (such as
the editor) and ask other users to simply open and close chapters through the
palette.
If you open a chapter outside of its associated QuarkXPress book (meaning that
you didn’t use the Book palette to open it), the page numbers may temporarily
change. If the chapter contains book chapter starts, which automatically update
page numbers across chapters, then the chapter will begin on page number 1
while you are editing outside the book. When you reopen the chapter using the
Book palette, the page numbers will automatically update. If the chapter
contains regular section starts, then the page numbers will not be affected when
editing outside the book.

Synchronizing chapters
To ensure that all the style sheets, colors, hyphenation and justification
specifications, lists, and dashes and stripes used in book chapters are the same,
you can synchronize these specifications to match those in a master chapter.
By default, the first chapter in the book is the master chapter, but you can
change the master chapter at any time.
When you synchronize chapters, all the specifications in each chapter are
compared to the master chapter and modified as necessary. After you
synchronize chapters, each chapter in the book will have the same style sheets,
colors, hyphenation and justification specifications, lists, and dashes and
stripes as the master chapter.

Specifying the master chapter

By default, the first chapter you add to a book is the master chapter. The master
chapter is indicated by an M to the left of the chapter name in the Book palette.
To change the master chapter, click to select the new master chapter. Then click
the blank area to the left of the chapter name; the master chapter icon M moves
to the new chapter.

Synchronizing specifications
Before you synchronize the specifications in a book, first make sure that the
style sheets, colors, hyphenation and justification specifications, lists, and
dashes and stripes in the current master chapter are defined correctly. Then:

A Guide to QuarkXPress 2022 | 489

1 Make sure all the chapters in the book have a status of Available. If a chapter
is unavailable, its specifications will not be synchronized.
2 Select the chapters you want to synchronize. To select a range of chapters,
click the first chapter and press Shift while you click the last chapter in the
range. To select nonconsecutive chapters, press Command/Ctrl while you
click the chapters.

3 Click the Synchronize Book button in the Book palette. The Synchronize
Selected Chapters dialog box displays.
4 Click the Style Sheets, Colors, H&Js, Lists, or Dashes & Stripes tab to choose
from a list of those specifications. The Available list displays all the
appropriate specifications. Select the specifications you want to synchronize
and double-click them, or click the arrow to move them to the Include
column.
5 To synchronize all the specifications in the Synchronize Selected Chapters
dialog box, click the Synch All button.
6 Click OK. Each chapter in the book is opened, compared to the master
chapter, modified as necessary, and saved. When you synchronize chapters,
they are modified as follows:
● Specifications with the same name are compared; chapter specifications are
edited as necessary to match specifications in the master chapter.
● Specifications in the master chapter that are missing from other chapters
are added to those chapters.
● Specifications in other chapters that are not defined in the master chapter
remain untouched.

 If you make changes that affect the specifications in a book, you will need to
synchronize the chapters again.
 You can use synchronization to make global changes to any of the
specifications in a book. For example, if you decide to change a spot color
used throughout a book, change the color’s definition in the master chapter;
then click the Synchronize Book button .

Printing chapters
The Book palette provides a quick method for printing multiple chapters with the
same settings. You can print an entire book or just selected chapters from the
Book palette. To print chapters in an open book:
1 Make sure the chapters you want to print have a status of Available or Open.
You cannot print chapters that are listed as Missing or are currently in use by
other users.

A Guide to QuarkXPress 2022 | 490

2 To print the entire book, make sure no chapters are selected. To choose one
chapter, click it. To select consecutive chapters, press Shift while you click
them. To select nonconsecutive chapters, press Command/Ctrl while you
click them.
3 Click the Print Chapters button in the Book palette to display the Print
dialog box.
4 To print all the pages in all the selected chapters, choose All from the Pages
drop-down menu.
5 Specify other print settings as usual, or choose an option from the Print Style
drop-down menu. All the pages or chapters will print with these settings.
6 Click OK. QuarkXPress will open all the chapters, print them, and then close
each chapter. If a chapter is missing or in use by someone else, then the
book will not print.

 In fields that require you to enter page numbers (for example, the Print dialog
box), you must enter the complete page number, including any prefix, or an
absolute page number. An absolute page number is a page’s actual position
relative to the first page of a document, regardless of the way in which the
document is sectioned. To specify an absolute page number in a dialog box,
precede the number you enter with a plus (+) sign. For example, to display
the first page in a document, enter “+1.”

Generate a PDF from a Book

The Book palette provides a quick method for producing a PDF. You can produce
a single PDF based on the entire book or separate PDF’s of selected chapters.
To produce a PDF:
1 Make sure the chapters you want be in the PDF have a status of Available or
Open. You cannot use chapters that are listed as Missing or are currently in
use by other users.
2 To include the entire book, make sure no chapters are selected. To choose
one chapter, click it. To select consecutive chapters, press Shift while you
click them. To select nonconsecutive chapters, press Command/Ctrl while
you click them.

3 Next to the Export as PDF button is the Single File check box :
● Check the check box to generate a single PDF for all or selected chapters.
You will be prompted to enter a file name for the PDF.
● Leave the check box unchecked to generate multiple PDFs per chapter.
You will be prompted to enter a file name for the PDF and the first chapter
is exported with the given name and subsequent chapters use the same
name with the suffix _002, _003 etc.

A Guide to QuarkXPress 2022 | 491

4 Click the Export as PDF button in the Book palette to display the Export as
PDF dialog box.
5 To print all the pages in all the selected chapters, choose All from the Pages
drop-down menu.
6 Choose an option from the PDF Style drop-down menu. All the pages or
chapters will print with these settings.
7 Check the Open PDF after Export check box to open the PDF after the file has
been exported.
8 Click Options to specify the other PDF output options.
9 Click OK. QuarkXPress will open all the chapters, produce the PDF, and then
close each chapter. If a chapter is missing or in use by someone else, then
the PDF will not be created.

 In fields that require you to enter page numbers (for example, the Export as
PDF dialog box), you must enter the complete page number, including any
prefix, or an absolute page number. An absolute page number is a page’s
actual position relative to the first page of a document, regardless of the way
in which the document is sectioned. To specify an absolute page number in a
dialog box, precede the number you enter with a plus (+) sign. For example,
to display the first page in a document, enter “+1.”

Creating indexes and tables of contents for books

QuarkXPress lets you generate an index and a table of contents for an entire
book. These functions are accomplished through the lists and indexing features
rather than through the Book palette. However, all the chapters in a book must
be Available to generate a complete list or index.

Indexes for books

Creating an index involves using the Index palette (View menu) to tag text as an
index entry. You specify punctuation for the index in the Index Preferences
dialog box (QuarkXPress/Edit > Preferences > Index). When a book is complete,
you generate the index using the Build Index dialog box (Utilities menu).

Lists for books

In QuarkXPress, a list is a compilation of text that is styled with specific
paragraph style sheets. For example, you can take all the text in your “Chapter
Name” style sheet and all the text in your “Section Head” style sheet and
compile a table of contents with two levels. Lists are not limited to tables of
contents — for example, you can create a list of illustrations from the style

A Guide to QuarkXPress 2022 | 492

sheets used on captions. Generating lists involves the Lists dialog box (Edit
menu) and the Lists palette (View menu).

Book Enhancement
In QuarkXPress 2021, we get couple of improvements.
Enhanced Table of Contents (TOC) in Book:
QuarkXPress 2021 comes with an enhancement in TOC referrals which will now
function across a book containing multiple chapters. Earlier it worked only for a
single chapter or layout in a PDF output.
Now authors will be able to create TOC within the book and the hyperlinks for
these references will work for all chapters in a stitched PDF, which is an
essential part of any technical publication.
The UI is same as of QuarkXPress 2020 from creation to output without any
changes.

Enhanced Index support in Book:

There is an enhancement in index references as well in the QuarkXPress 2021.
Now publishers can navigate to the index references for all chapters of a book in
a stitched PDF. Earlier it worked for only a single chapter in a PDF output.
The UI is same as of QuarkXPress 2020 from creation to output without any
changes.

Working with libraries

Libraries are convenient for storing frequently used page items such as logos,
publication mastheads, legal text, and photographs. You can store up to 2,000
entries in an individual library. A library entry can be a text box, text path, picture
box, line, multiple-selected items, or a group. To move entries in and out of
libraries, you simply drag them or cut/copy and paste them.
Libraries are good for storing items that may be needed at any time in a layout.
For example, corporate logos, legal information, commonly used pictures and
text, chart formats, and clip art are all good candidates for library entries. Items
with hard-to-remember formatting can also be saved in a library.
Use the Library palette’s scroll bar to scroll vertically through library entries.
Drag the resize box in the lower-right corner of a Library palette to resize it. You
can expand a Library palette by clicking its zoom box. Click the zoom box again
to return to the previous display.

A Guide to QuarkXPress 2022 | 493

A Library palette
 QuarkXPress libraries are not cross-platform, so libraries must be opened
using the platform on which they were created.

Creating libraries
You can create a new library any time, as long as you have fewer than 25 files
open. To create a new library:
1 Choose File > New > Library.

 When you create a new library, it stays open until you manually close it.
When you launch QuarkXPress, any library palettes that were previously
open are reopened automatically and placed in the default library positions.
2 Use the controls in the dialog box to specify a location for the new library file.
3 Enter a name for the library in the Library Name/File name field.
4 Click Create.

Adding library entries

When you add entries to a library, copies of the items are placed in the library
and displayed as thumbnails. The original items are not removed from the
document. To add entries to an open library:
1 Select the Item tool .

A Guide to QuarkXPress 2022 | 494

2 Select the items or group of items to place in the library. To select multiple
items, press the Shift key while clicking them. However, if you select multiple
items, they will be saved in the library as one entry and not as individual
items.
3 Drag the items or group into the library and release the mouse button when
the Library pointer displays. The library entry is placed between the arrow
icons.

Retrieving library entries

To place a library entry into a document, select any tool and click the library
entry. Drag the entry into the document. A copy of the library entry is placed in
the document.

Manipulating library entries

You can rearrange the order of entries within a library, move entries from one
library to another, replace and delete library entries.
● To rearrange an entry within a library, click it and drag it to a new position.
● To copy an entry from one library into another, click it and drag it to the other
open library.
● To replace an entry in a library, select the replacement items in a document;
then choose Edit > Copy. Click the entry in the library to select it and choose
Edit > Paste.
● To remove an entry from a library on Mac OS X, click it and choose Edit >
Clear, Edit > Cut, or press Delete. To remove an entry from a library on
Windows, choose Edit (Library palette menu) > Delete or Edit > Cut.

 Windows only: When copying, pasting, or deleting library items on Windows,

use the Edit menu at the top of the Library palette.
 If you move a high-resolution picture after importing it into your document,
you will need to update the path to the picture with the Usage command
(Utilities menu) when you move the library entry onto a document.

Working with labels

QuarkXPress lets you manage your library entries by applying labels to them.
You can apply the same label to multiple entries and you can selectively display
library entries according to their labels. For example, if you have a library full of
different corporate logos, you can label each entry with the appropriate
company name.

A Guide to QuarkXPress 2022 | 495

Labeling library entries
Once you label one library entry, you can use that label for other entries.
Alternatively, you can give each of your library entries a unique name. To label
library entries:
1 Double-click a library entry to display the Library Entry dialog box.
2 Enter a descriptive name in the Label field or choose one from the Label list.
To rename a library entry, enter in a new label or choose a different label from
the list.
3 Click OK.

Displaying library entries by label

To display entries by label, click the drop-down menu (Mac OS X) or Labels
menu (Windows) in the upper left corner of a Library palette. Choose labels to
display associated entries.
● The menu lists All, Unlabeled, and any labels you created and applied to
entries.
● You can choose more than one label to display multiple categories of entries;
a checkmark displays next to each selected label.
● If you choose more than one label on Mac OS X, Mixed Labels is displayed in
the drop-down menu. When you select the Labels menu on Windows, a
checkmark displays next to labels displayed in the palette.
● To view all library entries, regardless of label, choose All.
● To view entries to which no label has been applied, choose Unlabeled. You
can choose Unlabeled in addition to other labels.
● To hide entries to which a label is applied, choose the label again.

Saving libraries
When you click the close box on a Library palette, QuarkXPress automatically
saves changes made to the library. If you prefer, you can use the Auto Library
Save feature to save each change on the fly. To enable Auto Library Save:
1 Choose QuarkXPress/Edit > Preferences ; then click Save in the list on the
left to display the Save pane.
2 Check Auto Library Save.
3 Click OK.

A Guide to QuarkXPress 2022 | 496

Guides Palette
The Guides palette (Window > Guides) provides precision controls for creating
and editing on-screen guides. You can specify a location for a guide, whether
it’s horizontal or vertical, whether it applies to a page or entire spread, a display
color, and a view scale at which the guide displays. You can edit, copy, and paste
guides; mirror guides; create grids, rows, and columns of guides; create guides
from a box; and add bleed and safety guides.
See “Working with guides.”

Using the Guides palette

The Guides palette provides powerful controls for manipulating guides.

The Guides palette

The Guides palette works as follows:
● Controls across the top of the palette, from left to right, let you create new
guides, mirror guides, show horizontal guides, show vertical guides, show
only current guides, and delete guides.
● To sort guides by an attribute, click the column heading for that attribute.
● To add columns of information to the palette, choose an option from the
Column Selector button at the right side of the list of columns.
● The Spread column displays a number for each page or spread in the layout.
To display a page or spread, click that spread in the Spread column. To
display a spread’s guides in the palette, click the arrow next to the spread. To
edit a guide, double-click it.
● To display a context menu of editing options, Control+click/Right-click in
each column. For example, the context menu for the Guide column includes
the following options: Cut Guide, Copy Guide, Paste Guide, Delete Guide and
Select All Guides.

A Guide to QuarkXPress 2022 | 497

For information about the options in the palette menu, see “Guides palette
menu.”
Regardless of whether guides are showing on-screen, you can work with them
in the Guides palette (Window menu) as follows:
● To view a page or spread’s guides, click the arrow next to that page or spread
in the Guide column.
● To view guides on all the pages or spreads, Option/Alt+click an arrow next to
a spread.
● To display only vertical or horizontal guides, choose Show Vertical Guides or
Show Horizontal Guides from the palette menu. To display all guides, choose
both.
● To display only page guides (horizontal guides limited to a single page) or
only spread guides (horizontal guides that encompass all the pages in a
spread), choose Show Page Guides or Show Spread Guides from the palette
menu. To display all guides choose both.
● To display only guides on the page or spread displayed in the project window,
choose Show Current Only from the palette menu.

Guides palette menu

The Guides palette menu includes the following options.
● New Guide: Lets you create a new guide. See “Creating guides with the Guides
palette.”
● Cut Guide: Cuts the selected guide.
● Copy Guide: Copies the selected guide to the clipboard.
● Paste Guide: Pastes the guide currently stored on the clipboard to the active
page or spread.
● Select All: Selects all guides on the active page or spread.
● Mirror Guide: Copies the selected guide to the opposite side of the page or
spread.
● Delete Guide: Deletes the selected guide.
● Create Grid: Lets you create a grid. See “Creating grids with the Guides
palette.”
● Create Rows & Columns: Lets you create rows and columns of guides. See
“Creating rows and columns of guides.”
● Create Guides from Box: Lets you create guides from a box. See “Creating
guides with the Guides palette.”

A Guide to QuarkXPress 2022 | 498

● Create Bleed & Safety Guides: Lets you create bleed and safety guides. See
“Creating bleed and safety guides.”
● Show/Hide Vertical Guides: Shows or hides vertical guides.
● Show/Hide Horizontal Guides: Shows or hides horizontal guides.
● Show/Hide Page Guides: Shows or hides guides on the active page.
● Show/Hide Spread Guides: Shows or hides guides on the active spread.
● Guides in Front: Toggles guides and page grids between being in front of
page content and being behind page content.
● Snap to Guides: Turns the snap-to-guides feature on or off.
● Snap Distance: Lets you control the snap distance for the Snap to Guides
feature.
● Edit Colors: Lets you edit the colors available for guides created with the
Guides palette.
● Import: Lets you import guides from an exported guide file.
● Export: Lets you export guides into a separate file.
See also “Working with guides.”

Creating guides with the Guides palette

The Guides palette provides two methods for creating guides.
● To create guides numerically using the Guides palette, click the Create a New
Guide button at the top of the Guides palette or choose New from the palette
menu. Use the Guide Attributes dialog box to specify the Location, Direction,
and guide Type. You can also specify the View Scale at which the guide
displays (at the default value, 0%, the guide will always display). Choose a
Guide Color and specify whether it is Locked so it cannot be moved with the
mouse. Click Preview to see your guide on-screen before creating it, and
then click OK.

A Guide to QuarkXPress 2022 | 499

The Guide Attributes dialog box
 You can also display the Guide Attributes dialog box by double-clicking an
existing guide in the layout.
● To create guides automatically from the boundaries of a box, select the box
and then choose Create Guides From Box from the palette menu. Use the
Create Guides From Box controls to adjust the positions of the guides that
will be placed at the Top, Bottom, Left, and Right sides of the box. The
remaining controls work the same as those in the Guide Attributes dialog
box.

The Create Guides From Box options for creating guides around the rectangular boundaries of a box of
any shape.

Creating grids with the Guides palette

The Guides palette provides a quick method for creating a grid of evenly spaced
guides on pages and spreads.

A Guide to QuarkXPress 2022 | 500

The Guides palette makes it easy to create a grid like this one
To create a grid on the active page or spread:
1 Choose Create Grid from the Guides palette menu.

A Guide to QuarkXPress 2022 | 501

Create Grid controls
2 In the Gridlines area, check Horizontal and/or Vertical.
3 If you want the guides to start at a specific location, for example within the
margins, check the Start and/or End fields and then enter the distance from
the page edges to start and end the guides.
4 To create evenly spaced guides, choose Number and enter the number of
guides you want in the field. To create guides that are a specific distance
apart, choose Step and enter the distance in the field.
5 Use the Type, Range, Color, View Scale, and Locked controls as you do in the
Guide Attributes dialog box (see “Creating guides with the Guides palette“).
6 Click Preview to see the grid on-screen, and then click OK.

Creating rows and columns

The Guides palette lets you create evenly spaced rows and columns of guides
with gutters. To create rows and columns of guides on the active page or
spread:
1 Choose Create Rows and Columns from the Guides palette menu.

A Guide to QuarkXPress 2022 | 502

The Create Rows and Columns dialog box
2 Enter the number of horizontal rows in the Rows field. If you want space
between the rows, enter a value in the Gutter field.
3 Enter the number of vertical columns in the Columns field. If you want space
between the columns, enter a value in the Gutter field.
4 To create guides inside the master guides, click Margins. Otherwise, leave
Page Boundary selected.
5 Use the Type, Range, Color, View Scale, and Locked controls as you do in the
Guide Attributes dialog box (see “Creating guides with the Guides palette“).
6 Click Preview to see the guides on-screen, then click OK.

Creating bleed and safety guides

If you need bleed and/or safety guides, you can add them with the Guides
palette rather than altering the page size or drawing your own guides.

A Guide to QuarkXPress 2022 | 503

Here, red bleed guides are placed 9 pts outside the page while green safety guides are placed 9 pts inside
the page.
To create bleed and/or safety guides on the active page:
1 Choose Create Bleed and Safety Guides from the Guides palette menu.
2 For bleed guides, check Bleed, enter a value in the Gutter field to specify how
far outside the page to place the guides, and then choose an option from the
Color menu.
3 For safety guides, check Safety, enter a value in the Gutter field to specify
how far inside the page to place the guides, and then choose an option from
the Color menu.
4 Use the View Scale and Locked controls as you do in the Guide Attributes
dialog box (see “Creating guides with the Guides palette“).
5 To apply the bleed and safety guides to multiple pages, use the Spread
Range controls.

A Guide to QuarkXPress 2022 | 504

You can add bleed and safety guides to master pages and layout pages.
6 Click Preview to see the guides on-screen, and then click OK.

Scale functionality
Scale functionality lets you quickly scale QuarkXPress layouts, items, groups,
and contents similar to the way drawing programs scale objects. Through the
Scale Settings dialog box, you can specify what gets scaled — text, frames,
offsets, line weights, and more.
Scale functionality can be found here:
● Item > Scale lets you specify a new width, a new height, or both for the
selected item, items, or group.
● Window > Scale displays the Scale palette, which provides the same controls
as the Scale command. In addition, the Scale palette lets you scale the entire
layout. You can also scale the selected item, items, group, or layout up or
down by 5% by choosing Increase Size or Decrease Size from the palette
menu.

Scale dialog box and Scale palette

Both the Scale dialog box and the Scale palette offer the following features:
● You can scale in terms of percentages of the item’s current size (percent), or
by entering new dimensions (in current units of measurement). First, choose

A Guide to QuarkXPress 2022 | 505

 Percent or Units from the menus to the right of the Width and Height fields,
and then enter appropriate values in the fields.
● To scale items proportionally, click the Constrain button . When you
constrain scaling, the Height option is unavailable and items will be scaled
equally vertically and horizontally according to the entry in the Width field.
● The Original and Scaled dimensions of the bounding box of the item or group
are displayed (in current units of measurement). These values are updated
whenever you change a value in the Width or Height fields.
● To change scaling settings, click the Settings button in the Scale dialog box
or choose Scale Settings from the Scale palette menu. The Adaptive Scaling
dialog box displays. Each check box controls whether a particular item or
attribute is scaled or not.

Adaptive Scaling dialog box

In the Scale palette, you can check Layout to scale the entire layout and
everything in it.
 Scaling allows you to scale an item so that it is smaller or larger than
QuarkXPress allows. Such an item will print correctly, but if you attempt to
modify it with QuarkXPress tools or commands, an error message will
display.
 Scaling is not designed to work with all items synchronized through the
Content palette Window > Content). Instances of the shared item will inherit

A Guide to QuarkXPress 2022 | 506

 only width and height changes from scaling. In addition, do not scale entire
layouts that include Composition Zones.
 Rotated items are scaled according to their original geometry. For example, if
you scale just the width of a square box that has been rotated 45 degrees, a
rotated rectangle is produced (rather than, as you might have wanted, a
wider diamond).

Cloner functionality
With Cloner funtionality, you can copy selected items to the same location on
different pages or in a different project. You can also copy pages into a separate
project.
To use Cloner, first select the items you want to clone, or deselect all items if you
want to clone pages. Next, choose Utilities > Cloner to display the Cloner dialog
box.

Cloner dialog box

The Clone Source area lets you choose what you want to clone. Click Selection
to clone the selected items, or Pages to clone a range of pages (specified in
terms of absolute position).
The Clone Destination area lets you choose where the cloned content goes.
Choose an option from the Destination drop-down menu:
● Current Layout: Copies the selected items to a different location in this
layout.
● Quark File: Copies the selected items or pages into an existing QuarkXPress
project.
● New Project: Copies the selected items or pages to a new QuarkXPress
project.

A Guide to QuarkXPress 2022 | 507

● New Layout: Copies the selected items or pages to a new layout in this
QuarkXPress project.
● Split to Single Pages: Creates a one-page project file from each page
indicated.
● Split Layouts to Projects: Creates a single-layout project from each layout in
this project.
● All Open Layouts: Copies the selected items to all layouts in this project.
● [Layout name]: Copies the selected items or pages into that layout.
Enter the target page in the To Page field.
If you are cloning a selection, use the Copies field to enter the number of copies
you want to make of the selected items. For example, if To Page is set to 2 and
Copies is set to 5, copies will be created on pages 2, 3, 4, 5, and 6. If you are
working in a facing-page layout, the copies are placed on both sides of the
spread.
If you are cloning pages, check Make section(s) to create sections in the page
clones, then choose an option:
● Keep contiguous: Keeps all of the page copies in a single layout in the
destination layout, even if they originate from different sections.
● Multiple sections: If the indicated page range includes section breaks, the
section breaks are preserved in the copies.
If you are cloning into a new project or splitting into projects, check Copy style
sheets to include all of the style sheets from the source layout in the new project
or projects. If you do not check this box, only style sheets that are used are
copied.

ImageGrid functionality
With ImageGrid functionality, you can automatically create a grid of images from
a folder of image files.

A Guide to QuarkXPress 2022 | 508

A page created by ImageGrid
To use ImageGrid with the active layout, Choose Utilities > ImageGrid. The
ImageGrid dialog box displays.

ImageGrid dialog box

To manually specify the size of the boxes that make up the grid, enter values in
the Box Size fields and then click Fixed size. (Box size values are ignored if you
click Autosize to.) Indicate the gap you want between images in the Gap field.

A Guide to QuarkXPress 2022 | 509

To specify how many rows and columns should be included in the grid and allow
the application to size the boxes to fit automatically, click Autosize to and enter
values in the rows and columns fields.
To automatically size boxes depending on their proportions, with the values in
the Box size area as the maximum size, click Autofill pages using fixed size for
limit.
Check Add picture info to add a caption text box under each picture box,
indicating the picture file’s name, resolution, dimensions in pixels, file format,
and color space. To limit this caption to the name of the picture file, check Name
only. To control the size of the caption text, check Info text size (if you don’t
check this box, the application uses font size specified in the Normal character
style sheet).
To apply an automatic drop shadow to the picture boxes, check Apply Drop
Shadow and enter a drop shadow offset in the Offset field.
The Box Shape controls let you specify the shape of the picture boxes. To use
the default picture box attributes specified in the tool preferences
(QuarkXPress/Edit > Preferences > Tools tab), check Use Tool Preferences. If
you do not check this box, the picture boxes will have a white background.
In the Picture Sizing area, choose one of the following options:
● Import at: Lets you specify the scale at which pictures are imported. To also
change the size of the box to fit the picture, check Fit box to picture. Note
that this may override some of the settings in the New Box Sizing and
Distribution area.
● Fit proportionally to box: Fits the picture to the box proportionally.
● Stretch to box: Fits the picture to the box non-proportionally.
Check Process subfolders to include pictures in subfolders of the target folder.
To choose the target folder and start the process, click Process Folder. To start
the process with the currently selected target folder, click OK.

Linkster functionality
With Linkster functionality, you can link and unlink text boxes without causing
reflow.
To use Linkster, first select the items you want to link or unlink. Next, choose
Utilities > Linkster to display the Linkster dialog box.

A Guide to QuarkXPress 2022 | 510

Linkster dialog box
Click Selection to unlink the selected items, or Pages to unlink a range of pages
(specified in terms of absolute position).
To unlink stories, click Unlink, then choose one of the following options:
● Option 1 creates three stories: one for the boxes before the selected box, one
for the selected box, and one for the boxes after the selected box.

● Option 2 creates two stories: one for the boxes before and after the selected
box, and one for the selected box.

● Option 3 creates two stories: one for the boxes before the selected box, and
one for the selected box and the boxes after the selected box.

● Option 4 creates two stories: one for the boxes before the selected box and
the selected box, and one for the boxes after the selected box.

To link text boxes, click Link. If Pages is selected, this option links only those
boxes that have been unlinked by Linkster. If Selection is selected, Linkster tries
to link the selected boxes in the order you selected them.
Click Keep text in same boxes to attempt to keep the text in the same boxes
after linking.

A Guide to QuarkXPress 2022 | 511

 By using the Link/Unlink tools, you can also apply many of the link options
provided by Linkster.

A Guide to QuarkXPress 2022 | 512

Output

Whether you want to print proof copies for review on a laser printer, or you need
final film or plate output on a high-resolution imagesetter or platesetter,
QuarkXPress will help you get satisfying results every time. QuarkXPress 9 ( and
later versions), no longer support host-based separations, but you can continue
to output using In-RIP separations or Composite output.

Printing layouts
In many publishing environments, you can print using a wide variety of output
devices, from desktop inkjet printers to office laser printers or even high-end
platesetters. The topics below explain how to print from QuarkXPress.

Updating picture paths

QuarkXPress uses high-resolution previews.When you print, high-resolution
information contained in the original picture files is accessed using paths to the
pictures.
A path to a picture is established when you import a picture. The application
keeps information about each picture’s path as well as when the picture was
last modified.
If a picture is moved or changed after it is imported, the application warns you
when you execute the Output command (Print, PDF, EPS or Digital Outputs) or
the Collect for Output command (File menu).
 If you keep your pictures in the same folder as the project, you will not have
to maintain picture paths. If you keep your pictures in the same folder as the
article, you will not have to maintain picture paths. The application can
always “find” pictures that are in the same folder as the document, whether
or not the picture was in that folder at the time it was imported.

Setting Print dialog box controls

To print a Print layout:
1 Choose File > Print (Command+P/Ctrl+P). The Print dialog box displays.
2 To select a printer driver, choose an option from the Printer drop-down
menu.

 Printing to PDF is not recommended, please use the File > Export As > PDF
functionality instead.

A Guide to QuarkXPress 2022 | 513

 ● Windows only: Clicking the Properties button opens a dialog box with
controls specific to the selected printer driver. For more information
about the options in this dialog box or how to install printers, consult the
documentation provided with Microsoft Windows software.
3 Specify output options in one of the following ways:
● To use an existing print output style, choose an option from the Print
Style drop-down menu.
● To manually configure print options, use the controls in the bottom half of
the dialog box. This part of the Print dialog box is divided into panes. To
display a pane, click its name in the list on the bottom left. For
information, see “Print dialog box.”
● To capture the selected print options as a new output style, choose New
Print Output Style from the Print Style drop-down menu.
4 To specify the number of copies you want to print, enter a value in the Copies
field.
5 To specify which pages you want to print, enter a value in the Pages field.
You can enter ranges of pages, non-sequential pages, or a combination of
ranges and non-sequential pages for printing. Use commas and hyphens to
define a sequential or non-sequential range of pages. For example, if you
have a 20-page layout and you want to print pages 3 through 9, pages 12
through 15, and page 19, then enter 3–9, 12–15, 19 in the Pages field.
6 To specify whether only odd, only even, or all pages should be printed,
choose an option from the Page Sequence drop-down menu. All (the default
setting) prints all of the related pages. When you choose Odd, only odd-
numbered pages print. When you choose Even, only even-numbered pages
print.
7 To make your document print smaller or larger, enter a percentage in the
Scale field. The default is 100%. (10% to 1000% is allowed).
 Check for the paper size when doing the enlargement for the content clipped
due to the scaling or paper size.
8 If you are printing two or more copies of the layout, and you want each copy
to emerge from the printer in sequential order, check Collate. If Collate is
unchecked, the application prints multiple copies of each page at a time.
9 To print spreads (horizontally adjoining pages) side by side on the film or
paper, check Spreads.
10 To print a multipage layout in reverse order, check Back to Front. The last
page in the layout will print first.
11 Check Fit in Print Area to reduce or enlarge the size of a page in your
document to fit the imageable area of the selected media.

A Guide to QuarkXPress 2022 | 514

12 Mac OS X only: Click the Printer button to open the Printer Driver dialog box.
Consult the documentation supplied with your computer for more
information.
13 Click Print to print the layout.
14 Click Cancel to close the Print dialog box without saving settings or printing
the layout.
 (Windows only) The area at the upper right of the Print dialog box is the page
preview area. You can use this image to preview how the pages will appear
on the output device.

 (Mac OS X only) The Print dialog has been enhanced to show the actual
preview

Print dialog box

The panes in the Print dialog box are described in the topics below.

Device pane
Use the Device pane to control device-specific settings, including PPD selection
and page positioning:
● When you specify a PPD, the Paper Size, Width, and Height fields are
automatically filled with default information supplied by the PPD. If you
choose a PPD for an imagesetter, the Page Gap and Paper Offset fields also
will be available. On Windows you can customize the list of PPDs available in
the PPD drop-down menu using the PPD Manager dialog box (Utilities
menu). On Mac OS X you will have to install the PPDs in the MAC HD > Library
> Printers > PPDs folder, and relaunch QuarkXPress. All of the PPDs will now
be listed in the PPDs list in the Print dialog. If you do not have the right PPD,
choose a similar built-in, generic PPD.
● To specify the media size used by your printer, choose a size from the Paper
Size drop-down menu.
● To specify the width and height of custom media supported by your printer,
choose Custom from the Paper Size drop-down menu and enter values in the
Width and Height fields. When sending output to a continuous-feed or
nondrum imagesetter, use the Automatic setting in the Height field.
● To position your document on the selected output media, choose an option
from the Position drop-down menu.
● The default resolution for the selected PPD is entered automatically in the
Resolution field.

A Guide to QuarkXPress 2022 | 515

● For imagesetters only: Enter a value in the Paper Offset field to specify the
distance that the left edge of the page will be offset (or inset) from the left
edge of the roll media.
● For imagesetters only: Enter a value in the Page Gap field to specify the
amount of space between pages of the layout as the pages print on the roll.
● To print negative page images, check Negative Print.
● To receive printed PostScript error reporting during output, check PostScript
Error Handler.

Pages pane
Use the Pages pane to specify page orientation, tiling, page flipping, and related
options:
● To specify whether to print in portrait or landscape mode, click an
Orientation radio button (Portrait or Landscape).
● To include blank pages in the output, check Include Blank Pages.
● To print the multiple pages of the layout in thumbnail view (reduced size),
check Thumbnails.
● To flip the output vertically or horizontally, choose an option from the Page
Flip drop-down menu.
To print a large layout in sections (tiles), choose an option from the Page Tiling
drop-down menu. The application prints tickmarks and location information on
each tile to aid you in reassembling them.
● To control the way in which a page is tiled by positioning the ruler origin,
choose Manual.
● To have the application determine the number of tiles needed to print each
document page based on the layout size, the media size, whether or not
Absolute Overlap is checked, and the value in the Overlap field, choose
Automatic. The value entered in the Overlap field is the amount the
application will use to extend the page as needed to create the tile. When
Absolute Overlap is checked, the application will use only the value in the
Overlap field when extending the page to create the tile. If Absolute Overlap
is unchecked, the application will use at least the amount in the Overlap field
when creating the tile, but may use a larger amount if necessary. Do not
check Absolute Overlap if you want your layout centered on the final
assembled tiles.

Pictures pane
Use the Pictures pane to control the way pictures are printed:

A Guide to QuarkXPress 2022 | 516

● To specify how pictures are printed, choose an option from the Output drop-
down menu. Normal provides high-resolution output of pictures using the
data from the pictures’ source files. Low Resolution prints pictures at screen
preview resolution. Rough suppresses printout of pictures and gradients and
prints a box with the frame and an “x” in it, much like an empty picture box
on screen.
● To select a format for print data, choose an option from the Data drop-down
menu. Although documents print more quickly in Binary format, the ASCII
option is more portable because it is a standard format readable by a wider
range of printers and print spoolers. The Clean 8-bit option combines ASCII
and binary in a versatile and portable file format.
● Check Overprint EPS Black to force all black elements in imported EPS
pictures to overprint (regardless of their overprint settings in the EPS file).
● To print 1-bit TIFFs at full resolution (not to exceed the resolution specified
in the Device list item), check Full Resolution TIFF Output. If Full Resolution
TIFF Output is unchecked, images greater than 1-bit will be subsampled to
twice the lines per inch (lpi) setting.

Fonts pane
Use the Fonts pane to specify which fonts are included in output. Note that
many of the options in this pane are available only when printing to a PostScript
output device.
● To read the list of downloaded fonts from the printer’s PPD file, check Use
PPD Font Settings. Fonts listed in the PPD file are not downloaded. Checking
this box disables many of the other controls in this tab.
● If you are printing to a PostScript level 3 or later output device, or to a device
that uses PostScript level 2 version 2015 or later, check Optimize Font
Formats.
● To download all fonts used in the layout , check Download Layout Fonts. To
control which fonts are downloaded, uncheck Download Layout Fonts and
then check Download for each font you want to download. You can control
which fonts are listed by choosing an option from the Show drop-down
menu.
● To download all fonts that are required by imported PDF and EPS files, check
Download Imported PDF/EPS Fonts.
● To retrieve a list of the fonts included on the active printer, click Scan Printer.
Note that this process can take a long time; you may want to check Use PPD
Font Settings, and use your printer manufacturer’s PPD file. (Windows only)

A Guide to QuarkXPress 2022 | 517

Color pane
Use the Color pane to control color output.
● To print all colors on one page, choose Composite from the Mode drop-down
menu. To print to a device that handles in-RIP separations, choose
Separations from the Mode drop-down menu. For more information about
composite output, see “Printing color composites.”
● To specify an output setup for the output device, choose an option from the
Setup drop-down menu. For more information about color management, see
“Source setups and output setups.”
● To specify default halftone shape and frequency, use the Halftones and
Frequency drop-down menus. The Printer option on the Halftones drop-
down menu lets the output device determine all halftone settings.

Registration Marks pane

Use the Registration Marks pane to include crop marks, registration marks, and
bleed marks in the output. Crop marks are short vertical and horizontal lines
printed outside the page’s final trim size, indicating where to cut the page.
Registration marks are symbols that are used to align overlaying plates. Bleed
marks indicate where page bleeds end.
● To include crop marks and registration marks on every page, choose
Centered or Off Center from the Mode drop-down menu.
● When you choose Centered or Off Center, the Width, Length, and Offset fields
are available. Values in the Width and Length fields specify the width and
length of the crop marks. Values in the Offset field specify the distance of the
crop marks from the page edge.
● To include marks indicating bleed location, select the Include Bleed Marks
option.

Layers pane
Use the Layers pane to specify which layers to output and which layers to
suppress.
Print and PDF Outputdialog box only: To apply the settings in the Layers pane to
the layout, check Apply to Layout.

Bleed pane
Use the Bleed pane to allow items to bleed (extend beyond the page edges) at
printout. Bleed settings apply to every page in the layout.

A Guide to QuarkXPress 2022 | 518

To create a bleed by defining how far the bleed extends from the layout page
edges, choose Symmetric or Asymmetric from the Bleed Type drop-down menu.
● To create a bleed that extends the same distance from each page edge,
choose Symmetric and enter a value in the Amount field to specify the
bleed’s distances.
● To create a bleed with different distances from each page edge, choose
Asymmetric and enter values in the Top, Bottom, Left, and Right fields to
specify the bleed distances.
● Print and PDF output only: To extend the bleed to encompass all page items
that extend beyond the page boundary, choose Page Items.
● Print and PDF output only: To define whether items that bleed are cut off at
the bleed edge or allowed to print in their entirety, check Clip at Bleed Edge.

Transparency pane
Use the Transparency pane to specify how transparency is handled at export.
● The Vector Images control lets you specify a resolution for rasterizing
pictures that include vector data when they occur in a transparency
relationship. It’s generally a good idea to keep this value high because vector
images typically include sharp lines that will look jagged at lower
resolutions.
● The Drop Shadows control lets you specify a resolution for rasterizing drop
shadows. This value can be relatively low, unless you create drop shadows
with a Blur of zero.
Choosing a lower resolution value for one or more of these fields can reduce the
time required for flattening and can save processing time when you send the
layout to output.
Rotated or skewed items that participate in a transparency relationship must be
rasterized before they are sent to the RIP. Because rotate and skew operations
tend to degrade the quality of an image if they are performed at low resolutions,
QuarkXPress can upsample such items prior to rotating or skewing them, thus
minimizing image degradation. Check Upsample Rotations if you want to
manually set the upsampled resolution for rotated or skewed items and images
that are involved in a transparency relationship. If you’re using low-resolution
values, and a rotated or skewed item appears blocky or degraded, check this box
and then enter a value in the To field. The To field value should be at least equal
to the highest resolution value among the Vector Images, Gradients, and Drop
Shadows fields.
The dpi for images less than field lets you specify a value above which rotated
or skewed items are not upsampled. The purpose of this field is to prevent
rotated or skewed items that are near the Upsample Rotations To value from

A Guide to QuarkXPress 2022 | 519

being needlessly upsampled. In general, set this value to about 100dpi less than
the Upsample Rotations To value.
To print items without taking their opacity values into account, check Ignore
Transparency Flattening. All items are treated as 100% opaque, regardless of the
opacity value applied, and drop shadows and picture masks are ignored. This
option can be useful for troubleshooting transparency-related output issues.
To control the resolution of the flattened transparency in imported PDF and
Adobe Illustrator files, enter a value in the Flattening Resolution field.
 If color fonts are applied with transparency, then to increase the flattening
resolution use the Transparent Objects in Imported PDF & AI Files flattening
resolution option.
 The flattener rasterizes an area only if that area includes a raster element
such as a drop shadow, a semi-opaque picture, or a picture masked with an
alpha channel. The flattener does not rasterize areas of solid color
(regardless of whether they are the result of semiopaque layering) unless
such areas are overlapped by a raster element.

JDF pane
Use the JDF pane to specify whether to save a JDF file from the project’s Job
Jackets structure. When you check Output JDF, the Include Job Jacket Contact
drop-down list becomes available; choose a contact from among the Contact
Resources in the project’s Job Jacket structure.

Advanced pane
In the Advanced pane, you can specify the PostScript level of the output device.

Summary pane
The Summary pane displays a summary of the settings in the other panes.

Page preview area

On Windows, the Print dialog box (File menu) for Print layouts provides a
graphical depiction of the output page called the page preview area. The page
preview area does not display the actual items on the layout pages or the
specified pages; rather, it represents the shape and orientation of the pages in
relation to the target media.
On Mac OS X, the page preview area has been enhanced. The page preview area
will display the actual items on the layout pages or the specified pages; it
represents the actual page.
● The blue rectangle represents the layout page.

A Guide to QuarkXPress 2022 | 520

● The green rectangle represents the imageable area for the selected media.
● A black rectangle represents the media area when a sheet-fed device is
chosen in the PPD drop-down menu (Device pane).
● A gray area surrounding the layout represents bleeds when a bleed setting is
chosen using the Custom Bleeds (Bleed pane).
● If the page size, including crop marks and/or bleed, is greater than the
imageable area of the print media, a red area indicates portions of the layout
that are outside the imageable area and will therefore be clipped. If
Automatic tiling is enabled in the Pages pane, the red area does not display.
● An R will display for the Negative Print. Pages will rotate as per the
orientation and the paper size.
● The arrow to the left of the graphic preview indicates the film or page feed
direction.
● To the left of the graphic preview are two smaller icons. The cut-sheet icon
indicates that you have selected a cut-sheet output device from the PPD
drop-down menu (Device pane), whereas a roll-fed icon indicates that you
have selected a roll-fed output device from the PPD drop-down menu. The
question mark is a drop-down button that displays a legend of the colors
used in the page preview area.
● If registration marks are turned on (Registration Marks pane), they are also
displayed in the page preview area.
● If Thumbnails is checked (Pages pane), a preview with thumbnails displays.

Printing color separations

To create host-based separations, please create a composite PDF out of
QuarkXPress and then use a PDF tool to separate plates.
To print color separations using In-RIP Separations please do the following:
1 Display the Color pane of the Print dialog box (File menu).
2 Choose Separation from the Mode drop-down menu.
3 Choose an option from the Setup drop-down list:
● The In-RIP Separations option prints all process and spot color plates
and the output is in the composite format. However, the PostScript file to
be printed contains separations information. The In-RIP Separations
option must be selected only if you are using a PostScript level 3 device.
Note also that the Setup drop-down menu also contains all separations-
based output setups listed in the Default Output Setups dialog box (Edit >
Output Setups).

A Guide to QuarkXPress 2022 | 521

4 Choose an option from the Halftones drop-down menu:
● To use the halftone settings you specify, choose Conventional.
● To use the halftone settings built into the RIP, choose Printer. Choosing
this option disables the halftone controls in this pane.
5 To specify a line frequency other than the default value, enter a lines per inch
(lpi) value in the Frequency field, or choose an option from the Frequency
drop-down menu.
6 The list at the bottom of the Color pane displays the plates used in the
layout, as well as the default Halftone, Frequency, Angle, and Function
settings. Generally, the default settings in the plate list give you correct
printing results. However, you may need to adjust these settings for your
particular circumstances. A dash in a column indicates that the column entry
is not editable.
● The Plate column lists spot colors and process inks in the document
when you choose Separations from the Mode drop-down menu. The
Setup drop-down menu at the top of the Color pane specifies which
layout plates are listed.
● The Halftone drop-down menu lets you assign a different screen angle to
a spot color. The default screen values for spot colors are specified in the
Halftone drop-down menu in the Edit Colors dialog box (Edit > Colors >
New).
● The Frequency column lists the line screen frequency value. This is the
lines per inch (lpi) value that will be applied to each of the color plates. If
you do not want to use the default value for a plate, choose Other from
the Frequency drop-down menu to display the Frequency/Other dialog
box.
● The Angle column lists the screen angle for each color plate. If you do not
want to use the default value, choose Other from the Angle drop-down
menu to display the Angle/Other dialog box.
● To specify alternate dot shapes in printed screens, choose an option from
the Function column drop-down menu.

Printing color composites

To print composite color output (as opposed to color separations):
1 Display the Color pane of the Print dialog box (File menu).
2 Choose Composite from the Mode drop-down menu.
3 Choose an option from the Setup drop-down list:

A Guide to QuarkXPress 2022 | 522

 ● Grayscale
● Grayscale 100K
● Composite RGB
● Composite CMYK
● Composite CMYK and Spot (prints with composite PostScript, for a
device that supports In-RIP separations)
● As Is (describes color items using their source color space, for output to
a PostScript composite color device)

 The Setup drop-down menu also contains all output styles listed in the
Default Output Styles dialog box (Edit > Output Styles).
4 Choose Conventional or Printer from the Halftones drop-down menu. The
Conventional option uses QuarkXPress calculated halftone screen values.
The Printer option uses halftone screen values provided by the selected
printer; in this case, QuarkXPress does not send halftoning information.
5 To specify a line frequency other than the default value, enter a lines per inch
(lpi) value in the Frequency field, or choose an option from the Frequency
drop-down menu.

Exporting layouts
Through Export, Print, and other commands, you can output files in the following
formats:
● JPEG/PNG/TIFF
● PostScript (PS)
● Encapsulated PostScript (EPS)
● Portable Document Format (PDF), with or without PDF/X or PDF/A
verification
● HTML5 Publications (for more information, see Digital Publishing with
QuarkXPress)
● iOS Single App (for more information, see Digital Publishing with
QuarkXPress)
● Android App (for more information, see Digital Publishing with QuarkXPress)
● Fixed-layout ePub and Reflow ePub (for more information, see Digital
Publishing with QuarkXPress)
● Kindle (for more information, see Digital Publishing with QuarkXPress)

A Guide to QuarkXPress 2022 | 523

To access export options, choose File > Export or click the Export button .

Exporting a layout in EPS format

When you export a layout page as an Encapsulated PostScript (EPS) file, you
can specify a file name and location and set multiple EPS export parameters
(through custom controls or an EPS output style). To use the basic EPS export
controls:
1 Choose File > Export as > EPS. The Save Page as EPS dialog box displays.
2 Enter a page range in the Page field.
3 To use an existing output style, choose an option from the EPS Style drop-
down menu.
4 To modify output settings, click Options. Use the panes in the resulting
dialog box to control the format of the exported file.
● To use an EPS output style, choose an option from the EPS Style drop-
down menu. To create an EPS output style using the current settings,
choose New EPS Output Style.
● Use the General pane to specify the scale of the EPS file, the format of the
EPS file’s preview, the format of the data (ASCII, Binary or Clean 8 Bit),
whether to treat the page’s white areas as transparent or opaque in the
EPS file, and whether to output the EPS file as a spread.
● Use the Color pane to choose an output setup for the EPS file and to
select which plates should be included in the output.
● Use the Fonts pane to specify which fonts are embedded within the
exported EPS file.
● Use the Registration Marks pane to specify the positioning, width, and
length of registration marks in the EPS file.
● Use the Bleed pane to designate a symmetric or asymmetric bleed type
and specify bleed distance around the EPS file.
● Use the Transparency pane to turn transparency on or off, and to control
the resolution of flattened items in the EPS file.
● Use the JDF pane to indicate whether a Job Definition Format (JDF) file
should be created at the same time as the EPS file. You might choose to
do this if you’re using Job Jackets in a JDF workflow.
● Use the Advanced pane to choose whether the EPS adheres to PostScript
Level 2 or PostScript Level 3.
● The Summary pane will display a summary of all the choices you have
made in the previous panes.

A Guide to QuarkXPress 2022 | 524

5 Click OK. (To capture the current settings without creating an EPS file, click
Capture Settings.)
6 Click Save.

Exporting a layout in PDF format

To export the active layout in PDF format:
1 Choose File > Export as > PDF. The Export as PDF dialog box displays.
2 Enter a page range in the Pages field.
3 To use an existing output style, choose an option from the PDF Style drop-
down menu.
4 Check the Open PDF after Export check box to open the PDF after the file has
been exported.
5 To modify output settings, click Options. Use the panes in the resulting
dialog box to control the format of the exported file.
● To use a PDF output style, choose an option from the PDF Style drop-
down menu. To create a PDF output style using the current settings,
choose New PDF Output Style.
● To use PDF/X verification, choose an option from the Verification drop-
down menu. Available options include PDF/X-1a, PDF/X-3 and PDF/X-4.
Note that PDF/X-1a verification permits only CMYK and spot colors, while
PDF/X-3 verification allows you to include colors and pictures that use
other color spaces, along with ICC color profiles (which are defined in the
source and output setups for color management). PDF/X-4 allows native
transparency, whereas PDF/X-1a and PDF/X-3 do not.
 New certificaton is available with the new PDF/X verifcation or style. (PDF/A-
1b, PDF/A-2b,PDF/A-2u,PDF/A-3b, PDF/X-4 & PDF/A-2b, PDF/X-4 &
PDF/A-2u
● Use the Color pane to specify whether to create composite output or
separations, to choose an output setup for the PDF file, and to select
which plates should be included in the output.
● Use the Compression pane to specify compression options for different
image types in the PDF file.
● Use the Pages pane to specify whether to export spreads, whether to
export each page as a separate PDF file, whether to include blank pages,
and whether to embed a thumbnail of the PDF file.
● Use the Registration Marks pane to specify the positioning, width, and
length of registration marks in the PDF file.

A Guide to QuarkXPress 2022 | 525

 ● Use the Hyperlink pane to specify how links and lists from the layout
export and how hyperlinks should appear in the PDF. You can also use
this pane to specify the default zoom of the PDF file.
● Use the Meta Data pane to provide the details that display in the
Description tab of the Document Properties dialog box in Adobe Acrobat
Reader. (Metadata is available on the Layout menu)
● Use the Fonts pane to specify which fonts are embedded within the
exported PDF file.
● Use the Bleed pane to specify how bleeds are handled in the PDF file.
● Use the Layers pane to specify which layers to include in the PDF file, and
to create PDF layers from the layers in the QuarkXPress layout.
● Use the Transparency pane to control how transparent items are
flattened. To disable flattening and maintain transparency relationships
in the exported PDF, click Export Transparency Natively. To output items
without taking their opacity values into account, click Ignore
Transparency. To turn on flattening, click Flatten Transparency.
● Use the Tagged PDF pane to enable or disable tagged PDF export.
Tagged PDFs are created for compliance with accessibility guidelines.
When flattening is turned on, you can specify a resolution for rasterizing
pictures that include vector data in a transparency relationship. To do so, click
the Vector Images drop-down menu and choose or enter a dpi value. This
control applies only when flattening is turned on.
To specify a resolution for vector objects (regardless of whether flattening is
turned on), click the Vector Images drop-down menu and choose or enter a dpi
value. To specify a resolution for rasterizing drop shadows (regardless of
whether flattening is turned on), click the Drop Shadows drop-down menu and
choose or enter a dpi value.
To specify resolution for rotated and skewed objects when flattening is turned
on, check Upsample Rotations and then enter a value in the To field. The To field
value should be at least equal to the highest resolution value among the Vector
Images, and Drop Shadows fields.
To control the resolution of flattened transparency in imported PDF and Adobe
Illustrator files, enter a value in the Flattening Resolution field.
 If color fonts are applied with transparency, then to increase the flattening
resolution use the Transparent Objects in Imported PDF & AI Files flattening
resolution option.

 Export Transparency Natively is unavailable if you choose PDF/X–1a: 2001

or PDF/X–3: 2002 from the Verification drop-down menu. This feature is

A Guide to QuarkXPress 2022 | 526

 also unavailable if you choose Separations from the Mode drop-down menu
in the Color pane.
● Use the JDF pane to indicate whether a Job Definition Format (JDF) file
should be created at the same time as the PDF file. You might choose to
do this if you’re using Job Jackets in a JDF workflow.
● Use the Summary pane to view a summary of the selected PDF export
options.
6 Click OK. (To capture the current settings without creating a PDF file, click
Capture Settings.)
7 Click Save.

 If you are using a third-party distiller program and you want to create a
PostScript file, change your settings in the PDF pane of the Preferences
dialog box (QuarkXPress/Edit menu). For more information, see “Preferences
— Application — PDF.”

Tagged PDF (PDF/UA)

In recent days, the digital publishing practices emphasize the importance of
Accessibility support. There has been demand from the corporate and
government organizations, in response to legislation such as the Americans
with Disabilities Act, and section 508 of the Rehabilitation Act of 1973. As a
result, industry standards, such as WCAG have been introduced, to allow the
accessibility of information in published forms (both PDF, and websites
containing HTML output), to be certified, ensuring that the published
information is equally accessible to consumers with disabilities that every PDF
published must be accessible. QuarkXPress introduced tagged PDF already in
previous releases, and now it enhances the capabilities to produce PDF/UA
standard. QuarkXPress 2019 offers export to PDF with compliance for PDF/UA
(ISO 14289) and WCAG 2.0 standard.

A Guide to QuarkXPress 2022 | 527

PDF/UA

How it works
● You can now select the PDF output option to conform to the PDF/UA
standard as shown above.

PDF/A Export enhancement

PDF archive standards were equally desired by many governments and
corporate organizations. We introduced PDF/A-2b and PDF/A-2u in earlier
versions and now we enhance PDF/A support to include PDF/A-3a and PDF/A-
2a standards.

A Guide to QuarkXPress 2022 | 528

PDF Verification

How it works
● You can now choose between any of the PDF/A validations that are
supported by QuarkXPress.

Creating a PostScript file

To create a PostScript file from a layout, display the PDF pane of the Preferences
dialog box (QuarkXPress/Edit > Preferences > Application > PDF) and check
Create PostScript File for Later Distilling under PDF Workflow. When you choose
File > Export as > PDF, QuarkXPress generates a PostScript file with the name
and location you specify rather than creating a PDF file.

Exporting a layout as an image

When you export a layout page as an image file you can specify a file name and
location and set various export image options. To export a layout as an image:

A Guide to QuarkXPress 2022 | 529

A Guide to QuarkXPress 2022 | 530
A Guide to QuarkXPress 2022 | 531
1 Choose an existing Image Export Output Style or can create a new Image
Export Output Style.
2 Choose File > Export as > JPEG/PNG/TIFF. You can define whether you want
to export some specific or all the Pages or a Selection.
3 Modify output settings using the following options:
● Choose the image format (JPEG/PNG/TIFF/PDF (Raster)) from the
Format drop-down menu.
● Enter a value in the Resolution field.
● Choose an image quality value for JPEG images from the Quality drop-
down menu.
● Select Progressive to create a progressive JPEG that is JPEG equivalent
of the interlaced GIF Graphics Interchange Format. It’s an image created
using the JPEG suite of compression algorithms that will “fade in” in
successive waves of lines until the entire image has completely arrived.
● Select Transparency to set the image background to be transparent.
● Select Spreads to export spreads.
● Select Include Guides to include the on screen guides in the image.
● Select Include Text Grids to include the text grids in the image.
4 Define the Bleed settings for the image.
5 Choose to save the export settings using Capture Settings.
6 Click OK.
7 Choose to save the image at a desired location. Select Open Image after
Export to open the image immediately after it has been exported.
8 Click Save.

In QuarkXPress 2019, the Export as Image feature has been enhanced to now
support exporting in a higher resolution (previous versions only allowed export
at 72ppi), and exporting to different file formats.
QuarkXPress 2019 now also allows defining presets for exporting as image; and
pushes image export to a new limit: High-quality, color-managed image export
for print and digital use, allows marketeers and web designers to create
stunning images in JPEG, TIFF and PNG and PDF (Raster) formats that resemble
the quality of QuarkXPress layouts.

A Guide to QuarkXPress 2022 | 532

Using Collect for Output
To use the Collect for Output feature:
1 Display the Fonts pane of the Usage dialog box (Utilities menu) to confirm
that all fonts are available. Then check the Pictures pane of the Usage dialog
box to confirm that all imported pictures are linked to the document and
display a status of OK.
2 Choose File > Collect for Output. The Collect for Output dialog box displays.
3 Display the Collect for Output tab. When you use this feature, a report is
generated automatically. To generate only this report, check Report Only in
the Collect for Output tab. If you uncheck this box, you can check one or
more of the following boxes:
● The Layouts as Project option copies the project file to the specified
target folder. In the selection box you can see all layouts of your project.
Check or uncheck the ones you want to collect.
● The Linked Pictures option copies imported picture files that must remain
linked to the document for high-resolution output. When QuarkXPress
collects pictures with the document, the path to each collected picture is
updated to reflect the new file locations in the “Pictures” folder within the
target folder. If you have more than one layout selected, then all images
of all selected layouts will be collected.
● The Color Profiles option copies any International Color Consortium (ICC)
profiles associated with the document or imported pictures. If you have
more than one layout selected, then all ICC profiles used in all selected
layouts will be collected.
● Mac OS X only: The Screen Fonts option copies any screen fonts required
for displaying the document. If you have more than one layout selected,
then all screen fonts used in all selected layouts will be collected.
● Mac OS X only: The Printer Fonts option copies any printer fonts required
for printing the document. If you have more than one layout selected,
then all printer fonts used in all selected layouts will be collected.
● Windows only: The Fonts option copies any fonts required for printing the
document. If you have more than one layout selected, then all fonts used
in all selected layouts will be collected.
● The Interactivity Assets option copies any images, videos, and audio files
related to HTML5 interactivity that have been applied to layout items to
the “Interactivity Assets” folder.
● The App Assets option copies any items related to an App (i.e. App icons
and certificates that you specified during Export as iOS/Android App) to
the “App Assets” folder.

A Guide to QuarkXPress 2022 | 533

 ● Enhancement in Collect Fonts for Output
● Font Management in QuarkXPress 2020 is one of the most useful
features. And collecting all the fonts used in a QuarkXPress document
now becomes the ultimate goal to support the existing feature. Earlier,
only the fonts which are used in the document are collected when the
user does the CFO (Collect for Output with Fonts) for any project file. With
this enhancement, QuarkXPress allows you to collect the fonts used in
the boxes on the unused Master pages as well as those applied in unused
style sheets because one could miss these fonts if the unused master
pages or unused style sheets are later used in the project.

 Note: It is now the default behavior of the Collect for Output feature (no
separate user interface option).
 On Mac OS X, TrueType fonts function as both screen fonts and printer fonts.
If your document uses only TrueType fonts, QuarkXPress will collect them
either when you check Screen Fonts or when you check Printer Fonts. If your
document uses a combination of TrueType and Type 1 fonts, or uses only
Type 1 fonts, check both Screen Fonts and Printer Fonts to be sure the Type
1 fonts are collected completely.
4 Click Save.

 When you choose to collect fonts, QuarkXPress will also collect fonts within
imported EPS files, if those fonts are active on your computer.
 The Collect for Output feature is not designed for use with layouts that have
been customized for export in the App Studio issue formats. You can use
this feature with such layouts, but it will not collect all of the assets used in
App Studio interactivity, and it will not collect every layout in a layout family.

Working with output styles

Output styles let you capture settings for output in print, PDF, ePub, App Studio,
Kindle, HTML5 Publications and EPS formats. You can use output styles when
using the File > Print, File > Export as > PDF, File > Export as > EPS, File > Export
as > JPEG/PNG/TIFF, File > Export as > HTML5, File > Export as > HTML5
Publication, File > Export as > iOS App, File > Export as > ePub, and File > Export
as > Kindle, App Studio Publishing commands. QuarkXPress includes default
settings for all output options, which can serve as a basis for you to customize
according to need. Or, you can create output styles from scratch.
To create an output style:
1 Choose Edit > Output Styles. The Output Styles dialog box displays.

A Guide to QuarkXPress 2022 | 534

Use the Output Styles dialog box to create, import, export, edit, and remove output styles.
2 Choose an option from the New drop-down menu.
3 Enter a name for your style in the Name field.
4 Specify settings in the panes. For information about EPS options, see
“Exporting a layout in EPS format.” For information about PDF options, see
“Exporting a layout in PDF format.”
5 Click OK.
6 Click Save.

App Studio output styles

To specify the settings for App Studio output styles. These styles are shared by
App Studio publishing, iOS App and Android App export:

A Guide to QuarkXPress 2022 | 535

The Output Styles dialog.
1 To edit an App Studio output style, choose the output style and click Edit. To
add a new output style, select App Studio from the New drop-down menu.
The Edit App Studio Output Style dialog displays.

A Guide to QuarkXPress 2022 | 536

Edit App Studio Output Style dialog
2 Enter a name for your style in the App Studio Output Style field.
● The Pictures pane lets you set default resolution for images exported for
App. Choose resolution multiple (2x/3x) for Retina/HiDPI devices. Choose
maximum resolution and/or dimensions for converted/down sampled
images (only applies to images used in HTML5 interactivity).
● The Fonts pane lets you enable/disable packaging referenced fonts in the
App. If disabled, the fonts will NOT be collected and the output may not
be WYSIWYG. If enabled, users will get an alert about font licensing .
● The Pages pane lets you enable/disable converting QuarkXPress Layout
Sections to Page Stacks in the App. Enable/disable “Continuous Page
Stacks” to create a single continuous page of all pages in a section .
● The Table of Contents pane lets you select a named section from the list,
all the pages in that section will be exported as TOC Pages. You may also
choose to Include Pages in Publication, otherwise these pages will not be
added to content pages. Specify a title for the TOC.
3 Click OK.

A Guide to QuarkXPress 2022 | 537

HTML5 Publication output styles
To specify the settings for HTML5 Publication output styles:

The Output Styles dialog.

1 To edit an HTML Publication output style, choose the output style and click
Edit. To add a new output style, select HTML5 Publication from the New
drop-down menu. The Edit HTML5 Publication Style dialog displays.

A Guide to QuarkXPress 2022 | 538

Edit HTML5 Publication Style dialog
2 Enter a name for your style in the HTML5 Publication Style field.
● The Pictures pane lets you specify the resolution of pictures in the
HTML5 Publication file
● The Fonts pane lets you set the option to collect fonts.
● The General pane lets lets you set the options for page stacks and to set
the orientation lock.
● The Table of Contents pane lets you set options for the table of contents
in the HTML5 Publication file..
● The Loading Page pane lets you specify the appearance and behaviours
of the loading page in a web reader.
● The Reader Controls pane lets you specify the appearance and
behaviours of the layout in a web reader.
● The Analytics pane lets you enable/disable Google analyics and define a
Google maps API key for geolocation.
● The Social Sharing pane lets you define the settings for social medium
platforms.
3 Click OK.

A Guide to QuarkXPress 2022 | 539

Working with trapping
Overprints and knockout controls are available in the Colors palette.

Understanding flattening and production issues

Flattening is the process of simulating transparency by altering page elements
to produce the intended design. Flattening occurs only in the output stream —
as items are fed to the print engine, or exported to PDF — so your QuarkXPress
layouts are never actually modified. In QuarkXPress, flattening works as follows.
First, boxes are decomposed, transparent elements are identified, and
relationships between discrete shapes (including text outlines) are
deconstructed. Regions that do not have to be rasterized are filled with a new
color that is created by merging existing colors. (None and 0% opacity areas do
not need to be flattened except when used for gradients and pictures.)
Regions that need to be rasterized result in clipping paths. (Semi-opaque
pictures, drop shadows, semi-opaque blends, and semi-opaque items that
overlap page elements must be rasterized.)
The settings in the Transparency pane of the Print dialog box (File menu) control
the output resolution of page elements that are rasterized due to transparency
effects or drop shadows. For more information, see “Transparency pane.”
In general, when working with transparency relationships, trapping is not
necessary.
 If color fonts are applied with transparency, then to increase the flattening
resolution use the Transparent Objects in Imported PDF & AI Files flattening
resolution option.
 When exporting a PDF, you can choose whether to flatten items that are in
transparency relationships or to use native PDF transparency. If you export a
PDF with native PDF transparency, vector graphics in transparency
relationships remain in vector format. This can result in faster output and
make color management easier. Most modern workflows benefit from
exporting unflattened transparency. The ideal and recommended format is a
PDF/X-4.

PDF
The Print and Pre-Press industry has widely adopted the ISO standard PDF to
exchange files.
With QuarkXPress you can:

A Guide to QuarkXPress 2022 | 540

● Save a page or range of pages from a QuarkXPress layout as a Portable
Document Format (PDF) file. For more information, see “Exporting a layout in
PDF format.”
● Import a page of a PDF file into a picture box. For more information, see
“Importing a PDF file into a picture box.”

Importing a PDF File into a Picture Box

To import a PDF file into the active picture box:
1 Choose File > Import.
The Import dialog displays.

2 Choose PDF (*PDF) from the Files of type drop-down menu. Select the PDF
file you wish to import.
3 Check Preview to see a preview of the PDF to be imported.
4 In the PDF Import section:
In PDF Page enter the page number of the PDF file that you want to import.
In Bounding Box to Use: Choose one of the following from the drop-down menu:
● MediaBox: Uses the size of the page, not including space for bleeds or
registration marks.

A Guide to QuarkXPress 2022 | 541

 ● CropBox: Uses the size of the page plus space for any specified bleeds
and space allotted for registration marks. CropBox equals the size of the
layout space from the PDF Boxer XT software standpoint.
● BleedBox: Uses the size of the page plus space for bleeds.
● TrimBox: Uses the size of the page after trimming is done. This option
does not include registration marks and is unaffected by any bleeds
applied to the layout space when the PDF is created.
● ArtBox: User will be able to import a pdf with ArtBox bounds specified in
the PDF.
● BoundingBox: With bounding box option user will be able to import pdf
with bounds cropped to objects of the PDF.
5 In the Insert Chart section:
Select a chart from the list of available charts in the chosen PDF from the Chart
Name drop-down menu.
6 Click Open.

 To preview a different page of a PDF file in the Import Picture dialog box,
check the Preview check box, and then enter the page number in the PDF
Page field.
 To find out which page of a PDF file was imported into a layout, display the
Pictures pane of the Usage dialog box (Utilities menu), and then check More
Information.

Reducing PDF Size

While creating a PDF document for digital platforms, the components and
interactive elements added in the document can result in the increased size of a
PDF, which can make it difficult to upload and download files to share and view.
To resolve this issue, QuarkXPress can to reduce the pdf size without
compromising the quality of the pdf content. The reduced pdf file will be useful
when moving it over the network, and in consuming lesser disk space. To
reduce the size of a pdf file, a “Compress Stream Object” option is available in
the compression tab of pdf output style.

Faster PDF Export

The PDF output performance is improved up to 60% in QuarkXPress 2022. The
percent improvement is proportional to the image content in the layout (e.g., the
more images the layout contains, the greater improvement you will notice).

A Guide to QuarkXPress 2022 | 542

Default PDF Style
The default pdf output styles in QuarkXPress will apply the automatic ZIP/JPEG
low compression on color and grayscale images and ZIP compression for
monochrome images.

Default PDF Style

New default PDF output styles will be applied by default to fresh documents
created in QuarkXPress 2022, For the legacy documents, still, the captured PDF
output style settings of the document will be applied, to apply the new default
PDF output style in legacy documents the user has to select the new default
output styles while output the document.
If the user uses legacy preferences (QuarkXPress 2021 and before) in
QuarkXPress 2022, then the old default styles will be applied for fresh
documents created in QuarkXPress 2022.

A Guide to QuarkXPress 2022 | 543

Compress Stream Objects
The purpose of this feature is to reduce the PDF size without compromising the
quality of its contents.
The “Compress Stream Object” option is provided in the compression tab of PDF
output style. By default, it is turned off in all the predefined PDF output styles.
When turned on, the uncompressed stream objects in the output PDF will be
recompressed with lossless Zip (also called flat compression in PDF specs)
compression.

Compress Stream Objects

Note:Since there is an additional step of compressing stream objects of the PDF
file, the overall output time will be increased with this option. The amount of size
reduction will depend on the uncompressed stream objects in the PDF created in
the first iteration.

A Guide to QuarkXPress 2022 | 544

Create QuarkXPress Project from PDF(Open PDF)
QuarkXPress 2021 gives their users the functionality to directly open PDF/AI
files as QuarkXPress Project in the application. On opening such files from the
library, there are various options provided to the user, enter page range to be
opened, open selected pages/all pages, and, check-uncheck Facing page
project. The logged in user can choose a ‘bounding box’ to create a project while
opening a PDF/AI file as a QuarkXPress Project. Once a designer opens the PDF
file as an QuarkXPress Project in the application, then the next step is to start
editing the project. The user can edit the objects inside a PDF or AI file by
converting the same into QuarkXpress Native Objects.
● Go to the file menu and open (Ctrl+O). Then select PDF/AI file that you want
to open on QuarkXPress.

Selected PDF in Open Dialog

Pages: This option allows choosing page ranges/selected pages/all pages that
you want to open.
Preview: This shows a preview of the selected pages.
Facing Page: You can check/uncheck this option which changes the view so
that two pages are displayed side-by-side.

Once a designer opens the PDF file as a QuarkXPress Project, it is like any other
QuarkXpress document. Users can Insert new pages, Delete pages and add

A Guide to QuarkXPress 2022 | 545

additional content to the pages. To edit PDF/AI objects use “Convert to Native
object“ featue.
● To edit the objects inside the PDF or AI, go to style menu or do right-click
and choose “Convert to Native” option

Convert to Native Objects option in Context Menu

● You can change text color, font, style and much more. See the below edited
image:

A Guide to QuarkXPress 2022 | 546

 Converted PDF on Layout
We can also duplicate the project as a Digital project and add interactivities and
easily export as HTML, which saves lots of human effort to recreate workflows.
● To do this, go to Layout Menu, click on Duplicate. Change layout type from
Print to Digital.

A Guide to QuarkXPress 2022 | 547

 Selecting Digital Layout Type in Duplicate Layout Dialog
Apply some interactivity from HTML5 Palette

A Guide to QuarkXPress 2022 | 548

Video Interactivity applied for Image

Output Preview:

A Guide to QuarkXPress 2022 | 549

HTML5 Preview in Browser

Insert a PDF/AI file

We can insert any PDF/AI file in between the project if required.
● Go to Pages Menu > Click on Insert PDF/AI

A Guide to QuarkXPress 2022 | 550

 Selected PDF in Insert PDF/AI Dialog
We can choose the placement of the new page to be inserted in the project by
using “before page”, “after page” or “to end of layout”.
Scale To Layout Page Size: It adjusts the variable size PDFs according to the
layout page size.

A Guide to QuarkXPress 2022 | 551

Collaboration and Single-sourcing

You can use the synchronization feature to easily package the same information
for distribution in multiple formats and through multiple channels. In addition to
customizing designs according to medium — print and digital — you can also
create projects that contain multiple layout sizes. Best of all, you can streamline
your work by automatically synchronizing your content between layouts of any
type.

Working with shared content

If you’ve ever worked on a project where the same content needs to be
maintained identically in multiple places, you know there is a certain degree of
risk involved. What if the print version of a document is updated, but the digital
version is not? To address this problem, QuarkXPress includes the shared
content feature. This feature lets you link content that is used in different places
within a project file. If one copy of the content changes, the other copies are
immediately and automatically updated to reflect those changes.
For most synchronized items, QuarkXPress maintains a master version in an
invisible part of the project file called the shared content library. When you make
a change to any synchronized item in a layout, that change is written to the
master version in the shared content library, and then QuarkXPress
automatically updates all synchronized copies of that item in the project to
reflect the change. So if you update item A, item B gets updated automatically
via the master item in the shared content library — and if you update item B,
item A is updated the same way.
The shared content library can hold pictures, boxes, lines, formatted and
unformatted text, chains of text boxes, groups, and Composition Zones. When
you add something to the shared content library, you can control which aspects
of that content or item should be synchronized (kept the same in every instance)
and which aspects should not be synchronized.

A Guide to QuarkXPress 2022 | 552

The shared content library contains text, pictures, lines, Composition Zones, and items that can be used in
different layouts within a project. When you change any instance of a shared content library item in a
layout, all instances in all layouts are automatically updated because they are all linked to the master
version in the shared content library.
Items in the shared content library are displayed in the Content palette. From
this palette, you can duplicate and synchronize that content across different
layouts, as illustrated below.

The Content palette provides access to items in the shared content library. Here, “Print Layout 1” uses
“Top Story Picture Box” and the picture within it, but “Print Layout 2” uses only the picture itself (in a
larger picture box). If the picture changes in either layout, both layouts are updated automatically.
 For information about including different types of layouts in a single project,
see “Projects and layouts.”

Sharing and synchronizing content

To share and synchronize boxes, lines, groups, and content:
1 Display the Content palette (Window menu).
2 Select the items you want to synchronize.

A Guide to QuarkXPress 2022 | 553

3 Click Add Item in the Content palette. If one item is selected, the Shared
Item Properties dialog box displays. If multiple objects are selected, the
Share Multiple Items dialog box displays.

Use the Shared Item Properties dialog box to share and synchronize individual

items.
 If Automatically show selected items in the layout is checked, you can
navigate to an item by clicking its name in the list.
 Only the attributes of shared lines can be synchronized.
4 To share the characteristics of a selected item, check Synchronize Box
Attributes for that item.
5 To share the text or picture in a selected item, check Synchronize Content for
that box. To share both the text or picture and its formatting, click or choose
Content and Attributes. To share only the text or picture, click or choose
Content Only. See “Understanding synchronization options“ for box and
content options.
6 Click OK to add the selected items to the Content palette.

A Guide to QuarkXPress 2022 | 554

The Content palette provides access to the items and content in the shared content library.When you
share the content in a text box, the complete text will be shared, it is not possible to share a fraction of
text. If you need to share only part of the text, then you should be using a content variable. Content
Variables allow you to achieve that using a custom variable.

Understanding synchronization options

When you add items and content to the Content palette, you can choose various
synchronization options in the Shared Item Properties dialog box.
● To synchronize the content of the selected text box, text path, or picture box
without synchronizing the box or path itself, uncheck Synchronize Box
Attributes and check Synchronize Content. Text synchronized in this way
must be dragged into a text box or path, and pictures synchronized in this
way must be dragged into a picture box.
● You can synchronize the text or picture and its content attributes (such as,
formatting for text and scaling, rotation, and effects for pictures) by clicking
or choosing Content and Attributes.
● You can synchronize the text or picture while allowing unique content
attribute edits by clicking or choosing Content Only. If you do this, the text or
picture can be formatted differently in different parts of the project. But if you
edit the text or update the picture in one place, that change is made
everywhere.
● To synchronize a text box, text path, or picture box and its attributes without
synchronizing its contents, check Synchronize Box Attributes and uncheck
Synchronize Content. For example, assume you do this with a text or picture
box, and then drag out two copies of the box. If you then resize and add a
frame to one of the boxes, the other box is automatically resized and
acquires the same frame. You may, however, import different content into
each box.
To synchronize item attributes, content, and content attributes, check
Synchronize Box Attributes and Synchronize Content, and click or choose
Content and Attributes. If you synchronize two boxes this way, any change made

A Guide to QuarkXPress 2022 | 555

to one is automatically made to the other, including changes to box size,
contents, and formatting.

Placing a synchronized item

To place a synchronized item or group:
1 Select the target entry in the Content palette.
2 Drag the Content palette entry onto the page.

Placing synchronized content

To place synchronized content:
1 Select a text box, text path, or picture box.
2 Select the text or picture content entry in the Content palette and click Insert.
Note how the item’s resizing handles change to synchronization symbols.
You can also drag the text or picture entry from the Content palette to an
active text box, text path, or picture box.
You can also drag the text or picture entry from the Content palette to an active
text box, text path, or picture box.

Importing content into the shared content library

In addition to importing text or pictures into text or picture boxes, you can
import content directly into the Content palette using the Content palette’s
Import button . However, this button is available only when you select a text
content icon or picture content icon in the Content palette.

 Text imported this way becomes embedded in the project file; no link to the
source text file is maintained. Pictures imported this way, however, can be
viewed and updated in the Pictures pane of the Usage dialog box.

Working with Composition Zones

The following topics show how Composition Zones can streamline existing
workflows by allowing team members to work on the same QuarkXPress project
at the same time.

Understanding Composition Zones

A Composition Zones item is a layout or user-defined area within a layout that
can be shared with other QuarkXPress users.

A Guide to QuarkXPress 2022 | 556

Imagine a layout artist in charge of the QuarkXPress project files for a
magazine. The layout artist can use Composition Zones to share content with
writers, editors, graphic artists, and remote contributors who also use
QuarkXPress.
Using QuarkXPress, the layout artist can “draw out” the area of the project for an
ad using the Composition Zones tool and then export that Composition Zones
item as a separate file. The resulting file includes the correct specs, and this
approach saves steps when the remote ad creator receives the file. The ad
creator works in QuarkXPress to add the content and then returns the file —
along with necessary graphics and fonts — to the layout artist. The layout artist
then places the updated file in the proper folder, and the layout is updated
automatically to show the ad. And because the Composition Zones item works
just like a QuarkXPress layout, the layout artist can open the file to make
changes.
Meanwhile, the layout artist can designate another Composition Zones item for
an article on the same page as the ad. The layout artist draws three boxes: One
for the headline, one for the body of the article, and one for a picture. Using the
Shift key to select all three boxes, the layout artist creates a new Composition
Zones file from those three boxes, exports that file, and then notifies the writer
that the file is available in the staff’s shared network folder. As the writer works
with the file and saves each updated version, the updates display in the layout
artist’s project. And like the advertisement, the article can be edited later in the
project.

A Guide to QuarkXPress 2022 | 557

Top: The main layout artist exports parts of a project as Composition Zones, and then sends one file
through e-mail to a remote ad designer and puts another file on a local networked server. Middle: The
main layout artist, the reporter, and the ad designer all work on their parts of the page simultaneously.
Bottom: The ad designer sends the completed ad to the main layout artist in an e-mail message, the page
updates automatically, and the layout is done.
The scenario above shows the primary uses for Composition Zones, but the
feature can accommodate other collaborative workflow issues as well. For
example, Composition Zones can be restricted to the project where they are
defined, which you might want to do for a number of reasons. Perhaps the
layout artist wants to use an ad in more than one place in the project, and the ad
might include multiple text and picture boxes. You cannot use the Content
palette to synchronize a group of items, but if the layout artist creates a
Composition Zones item based on a selection of multiple items, that
Composition Zones item becomes synchronized and available for use
throughout the project. Maybe the layout artist designates one layout for the
printed magazine and another layout in the same project for a digital page that

A Guide to QuarkXPress 2022 | 558

includes the ad. The layout artist can restrict the use of this Composition Zones
item to this single project, but the ad can match exactly in print and digital
output.

Composition Zones terminology

Composition Zones are unique because they have the characteristics of items
when you place them in a layout, but they behave like layouts when you edit their
contents.
● Composition Zones item: An item that shows the contents of a layout that
exists elsewhere. You can think of a Composition Zones item as a “window”
through which you can see the contents of a different layout. The layout
shown in a Composition Zones item is called its composition layout (see next
definition). Each Composition Zones item gets its content from one (and only
one) composition layout.
● Composition layout: A special kind of layout that is used only to provide
contents for a Composition Zones item. You can think of a composition
layout as the layout that is visible through the “window” of a Composition
Zones item. Multiple synchronized Composition Zones items can display the
contents of a single composition layout. However, a composition layout can
be edited by only one person at a time.

When you create a Composition Zones item, QuarkXPress automatically creates a composition layout to
provide content for that Composition Zones item.

A Guide to QuarkXPress 2022 | 559

When you add content to a composition layout, it automatically updates any corresponding Composition
Zones items. The updates display in the Composition Zones items according to the preferences that are
set for the layouts that contain the Composition Zones items (immediately, at print time, or when opening
the project).
● Original Composition Zones item: The initial layout or user-defined area from
which a Composition Zones item was created.
● Placed Composition Zones item: A Composition Zones item that you have
positioned in a layout using the Content palette.
● Original host layout: The layout where a Composition Zones item was
created.
● Host layout: Any layout into which a Composition Zones item has been
placed.

Creating a Composition Zones item

You can use three methods to create a Composition Zones item (and its
corresponding composition layout):
● You can select multiple objects and then choose Item > Composition Zones >
Create.
● You can designate an entire layout as a Composition Zones item.
● You can select the Composition Zones tool and manually outline the space
for your Composition Zones item.
The following topics show all three methods for creating a Composition Zones
item, in this case for exclusive use within one project (that is, a single-project
composition layout).

Creating a Composition Zones item from a selection of multiple items

To create a Composition Zones item based on a selection of multiple items:
1 Select the Item tool or a Content tool , press the Shift key, and select
more than one item.

A Guide to QuarkXPress 2022 | 560

2 Choose Item > Composition Zones > Create. A box that equals the size of the
bounds of the group replaces the group.
3 To finish creating the Composition Zones item, choose Item > Share, or
display the Content palette (Window menu) and click Add Item. Either way,
the Shared Item Properties dialog box displays.

Use the Shared Item Properties dialog box to name your composition layout and
designate availability.
4 Enter a name for the composition layout in the Name field.
5 Choose This Project Only from the Availability drop-down menu.
6 Check Show Tab in Project Window to provide access to the composition
layout from the layout tab at the bottom of the project window.
7 Click OK to save the composition layout.

 If the position of one or more selected items is locked (Item > Lock >
Position), then you cannot create a Composition Zones item.

Creating a Composition Zones item from a layout

To create a Composition Zones item based on an entire layout:
1 Display the layout you’d like to designate as a Composition Zones item (for
example, “Layout 1”).
2 Choose Layout > Advanced Layout Properties.
3 Check Share Layout.

Use the Advanced Layout Properties dialog box to specify sharing for a composition layout that is based
on an entire layout.

A Guide to QuarkXPress 2022 | 561

4 Choose This Project Only from the Availability drop-down menu.
5 Check Show Tab in Project Window to display the composition layout for
easy access from the layout tab at the bottom of the project window. If you
uncheck Show Tab in Project Window, you can access the composition
layout by selecting the Composition Zones item and choosing Item >
Composition Zones > Edit.
6 Click OK. The composition layout displays in the Content palette.

 A composition layout may contain multiple pages. You can use the Page
menu or the Page Layout palette to add, delete, or move pages.

Creating a Composition Zones item with the Composition Zones tool

To manually define a Composition Zones item:
1 Select the Composition Zones tool in the Tools palette.
2 Drag to draw the Composition Zones item.
3 To finish creating the Composition Zones item, choose Item > Share, or
display the Content palette (Window menu) and click Add Item . Either way,
the Shared Item Properties dialog box displays.

Use the Shared Item Properties dialog box to name your composition layout, designate availability, and
specify whether a tab displays at the bottom of the project window.
4 Enter a name for the composition layout in the Name field.
5 Choose This Project Only from the Availability drop-down menu.
6 Click OK. The composition layout displays in the Content palette.

Placing a Composition Zones item

After you add a composition layout to the Content palette, you can place a
Composition Zones item based on that composition layout onto a page. To
place a Composition Zones item:
1 Display the Content palette (Window menu).

A Guide to QuarkXPress 2022 | 562

The Content palette lists composition layouts as well as other shared content.
2 Select the composition layout you want to place.
3 Drag the composition layout from the Content palette to the layout.

Managing multiple pages in a placed Composition Zones item

A composition layout may contain multiple pages. However, a Composition
Zones item based on that composition layout can show only one page at a time.
To indicate which page to show in a Composition Zones item:
1 Select the Composition Zones item.
2 Click on the Home Tab of the Measurements palette.
3 Page drop-down list is displayed. You can choose any page number by
selecting in drop-down list.

Use the Page drop-down menu in the Home tab of the Measurements palette to display a specific page of
a composition layout in your placed Composition Zones item.

Editing the attributes of a Composition Zones item

To edit the attributes of a Composition Zones item:
1 Select a Composition Zones item.
2 Click on the Home tab of the Measurements palette.
3 Specify positioning, size, alignment, color, opacity, and printing ability.
4 Use the Border, Runaround, and Drop Shadow tabs to make other structural
adjustments.

A Guide to QuarkXPress 2022 | 563

5 Use the Layout tab to navigate between pages, suppress or enable printing,
and adjust layout opacity.

Converting a Composition Zones item to a picture

To create an external picture file from a Composition Zones item, choose Item >
Composition Zones > Convert to Picture. This creates a picture appropriate for
the layout type within which the Compositions Zones was created.
Before you convert a Composition Zones item to a picture, the Composition
Zones item displays in the Composition Zones pane of the Usage dialog box
(Utilities menu). But when you choose Item > Composition Zones > Convert to
Picture, an alert indicates that the Composition Zones item will become
unsynchronized. The resulting picture displays in the Picture pane of the Usage
dialog box. However, the composition layout remains in the Content palette.

Unsynchronizing a Composition Zones item

When you unsynchronize a Composition Zones item, its composition layout
remains available in your project. To unsynchronize a Composition Zones item:
1 Select the Composition Zones item in the layout window.
2 Choose Item > Unsynchronize. The composition layout remains in the
Content palette for future use. But subsequent changes to the
unsynchronized Composition Zones items in the layout window will not be
synchronized.

Editing a composition layout: Content

When you edit a composition layout, you can change content and adjust layout-
level attributes.
To edit the contents of a composition layout:
1 Click the layout name in the layout tab at the bottom of the project window
(available if Show Tab in Project Window is checked). If the composition
layout name does not display in the layout tab, select the Item tool and
double-click the Compositions Zones item.
2 When the composition layout displays, all the composition layout contents
are available for editing. You can use menu and palette commands to alter
text, graphics, and items, and you can use tools to add content.
3 Closing the window updates the content in the Composition Zones item.

A Guide to QuarkXPress 2022 | 564

Editing the contents of a composition layout
Your method for accessing a composition layout for editing is determined by
your Show Tab in Project Window setting in the Advanced Layout Properties
dialog box. When you check Show Tab in Project Window, you can access the
composition layout from the layout tab at the top of the project window. Simply
click the tab to activate the composition layout for editing content and layout
attributes.
If you don’t check Show Tab in Project Window, you have to select the Item tool
and double click the original Composition Zones item. The composition layout
displays.
For a composition layout created from an entire layout, check Show Tab in
Project Window in the Advanced Layout Properties dialog box so you can
access the layout easily. Otherwise, you have to select the composition layout in
the Content palette, click Edit, and then check Show Tab in Project Window.

Unsynchronizing a composition layout

When you unsynchronize a composition layout, QuarkXPress breaks the link
between that composition layout and all existing Composition Zones items
based on that composition layout. To unsynchronize all instances of a
Composition Zones items in a project, select the composition layout in the
Content palette, and click the Unsynchronize All button . However, if you
subsequently change the composition layout and place a new Composition
Zones item based on it, the new Composition Zones item will reflect the change.

Deleting a composition layout

To delete a composition layout:
1 Display the Content palette.
2 Select the composition layout in the palette and click Delete .

A Guide to QuarkXPress 2022 | 565

Notes

The Notes feature lets you store comments in a project without affecting the
actual content of the project. You can use notes to add reminders, comments on
the content, or URLs to a project. An open note looks like adhesive or “sticky”
notes you might stick to hard copy.
 When used with Quark Publishing Platform, the Notes feature uses settings
defined in Quark Publishing Platform. For more information, see A Guide to
Quark Publishing Platform.

Creating notes
To work with notes, first choose View > Show Notes to make sure notes are
visible. (If this menu item displays as Hide Notes, notes are already visible.)
When this option is unchecked, note icons are no longer visible in text and menu
items for working with notes are disabled.
To create a note, place the text insertion point where you want to enter the note
and choose Item > Note > Insert. A note window displays and in WYSIWYG view,
a Note icon also displays to the right of the text insertion point. Enter the note
text in the note window.

 On macOS, a link is also shown between the note icon and the note window
and the newly created note is not shown on the Article area, instead it is
shown in the pasteboard area and doesn’t hide the Article text.

You can use notes to store comments in projects.

 The Note icon is actually a special kind of text character. It does not affect
the flow of text, but in other ways it works like a regular text character. For
example, if you select a range of text that contains a Note icon, then start
entering characters, the text (including the Note icon) is replaced by the
characters you enter, and the note is lost.
 To change the formatting of notes, use the Notes preferences. For more
information, see “Preferences — Application — Notes.”

A Guide to QuarkXPress 2022 | 566

Working with notes
You can use the commands in the Item > Notes submenu to navigate through
notes, to create and delete individual notes, and to open and close all notes in a
project.

Opening and closing notes

To open and close notes as you review comments:
● To open an existing note, click the Note icon and then choose Item > Notes
> Open Note.
● To open all notes in the project, choose Item > Notes > Open All Notes.
● To close a note, click the close box in the upper-left (Mac OS X) or upper-
right (Windows) corner of the note window, or choose Item > Notes > Close
Note.
● To close all open notes in the project, choose Item > Notes > Close All Notes.
● To move the text insertion point to the next note in the text, choose Item >
Notes > Go to Next. To move the text insertion point to the previous note in
text, choose Item > Notes > Go to Previous.

Showing and hiding notes

To show notes when they are hidden, choose View > Show Notes. To hide notes
when they are visible, choose View > Hide Notes.

Deleting notes
To delete a note, do one of the following things:
● Click the Note icon and then choose Item > Notes > Delete.
● Click an open note window and then choose Item > Notes > Delete.
● Place the text insertion bar to the right of the note icon and press
Delete/Backspace.
● Select a range of text that contains a note icon and press Delete or
Backspace.

Converting between notes and text

To convert the selected text to a note, choose Item > Note > Convert Selection to
Note.

A Guide to QuarkXPress 2022 | 567

Viewing notes by author, date, name, or color
To view notes by a certain author or by the date they were created, choose View
> Show Notes to enable notes, choose Item > Notes > Open Notes By to display
the Open Notes dialog box, click All Notes, and then use the controls in the All
Notes area.
To view notes by name or color, choose Item > Note > Open All Notes in New
Document, then choose an option from the By Name submenu or the By Color
submenu. The notes display as text in a new project.

Moving and resizing notes

To move a note window, drag its title bar. You can move note windows anywhere
within a project. In Windows, if a note has been moved, you can return it to its
original location by clicking the note’s button.
To resize a note, click and drag the resize box in the lower-right corner of the
note window.

Printing notes
When you print a project, you can choose whether you want notes to be included
and how they should be formatted. In the Print dialog box (File menu), click
Notes in the list on the left to display the Notes pane, then check Print Notes to
include notes in the output. You can choose whether to include all notes or only
notes that are open.

Notes in PDFs
When you create a PDF from a project that contains notes, you can choose
whether you want the notes to appear in the PDF. The notes are included as PDF
notes.
To include notes in a PDF file, click Options in the Export as PDF dialog box (File
> Export As > PDF), click Notes in the list on the left, and then check Include
Notes in PDF.

A Guide to QuarkXPress 2022 | 568

Redline

In a document review environment, reviewers such as managing editors and

copy editors make changes to projects. The Redline feature provides a way to
track these changes so writers, editors, project managers, and other users can
see what is happening to a project and confirm that changes are appropriate.
Using the Redline feature, you can view the insertions and deletions made in a
project and decide whether to accept or reject the changes.
 When used with Quark Publishing Platform®, the Redline feature uses
settings defined in Quark Publishing Platform. For more information, see A
Guide to Quark Publishing Platform.

Tracking changes
To turn on tracking, do one of the following things:
● Make sure Utilities > Redline > Tracking is checked.
● Display the Redline toolbar (Utilities >Redline >Show ToolBar) and then click
the Tracking button .

You can use the Redline toolbar to turn change tracking on and off.
When tracking is turned on, QuarkXPress tracks all changes made to the text of
the active project. Deleted text is not displayed in WYSIWYG view, but the
deletions are still tracked. Deletions are visible in Galley and Full Screen Views.

You can use the Redline feature to track changes you make
 Formatting changes are not tracked.

Viewing tracked changes

To display all tracked changes, do one of the following:
● Make sure Utilities > Redline > Highlighting is checked.

A Guide to QuarkXPress 2022 | 569

● Display the Redline toolbar (Utilities > Redline > Show ToolBar) and then click
the Highlighting button .
You can navigate through the changes made to the component using the
navigation buttons (Previous and Next ) on the Redline toolbar.
To control what kind of changes are displayed, click View Highlighting Options
in the Redline toolbar. The View Highlighting Options dialog box displays. In the
Highlight drop-down menu, you can choose to view Insertions Only, Deletions
Only, or Insertions and Deletions. You can use the Select Reviewers list to view
only changes made by a particular reviewer, or check All to view changes made
by all reviewers.

You can use the View Options dialog box to control which reviewers’ edits you view, and whether you view
insertions, deletions, or both.
 Only insertions and deletions that were made to the component while
Tracking was enabled are highlighted.
 To change the appearance of change-tracking formatting, use the controls in
the Redline pane of the Application Preferences dialog box (Edit >
Preferences (Windows) or (QuarkXPress > Preferences (Mac OS X)).

Accepting and rejecting changes

Accepting an insertion removes the highlighting and adds the text to the
component’s content. Accepting a deletion removes the content from the
component. To accept a change, select the target text and then choose an
option from the Accept drop-down menu (Redline toolbar):
● Accept Change: Accepts the selected change.
● Accept All Displayed Changes: Accepts all changes highlighted in the
component.
● Accept All Changes: Accepts all changes made by all reviewers.

A Guide to QuarkXPress 2022 | 570

Rejecting an insertion removes the text from the component, while rejecting a
deletion removes the highlighting and keeps the text in the component as
normal text. To reject a change, select the target text and then choose an option
from the Reject drop-down menu (Redline toolbar):
● Reject Change: Rejects the selected change.
● Reject All Displayed Changes: Rejects all the changes highlighted in the
component.
● Reject All Changes: Rejects all changes made by all reviewers.

A Guide to QuarkXPress 2022 | 571

Job Jackets

The Job Jackets feature takes a revolutionary step beyond preflighting: It helps
to ensure that a print job adheres to its specifications from the moment it is
created, and that it continues to adhere to those specifications all the way
through until it rolls off the press. Furthermore, Job Jackets expand the concept
of job specification enforcement beyond the realm of the individual user by
linking projects to synchronized, dynamically updateable design specifications
that include everything from style sheets and colors to page size and count.

Understanding Job Jackets

Job Jackets serve two main purposes:
● To allow a job definer to create detailed specifications for Print and Digital
layouts.
● To allow a layout artist to create projects and layouts from those
specifications, share the specifications with other layout artists, and verify
that a layout follows its specifications.
Job Jackets were created because producing a layout and successfully sending
it to output can be a complex task.
For example, consider some of the difficulties that have plagued creators of
print layouts. Different presses have different capabilities, and modern page
layout applications must be versatile enough to support all of those capabilities.
Consequently, any number of things can go wrong, especially when you include
the inevitable possibility of simple human error. Just to provide a few examples:
● A layout artist may use colors or imported graphics that cannot be
reproduced accurately on the target press.
● A document that has been budgeted at 100 pages may be sent to output
with a length of 112 pages.
● A project may be sent to the output device without its required graphic files
or fonts.
● A layout with small text in a spot color may be sent to a four-color press,
resulting in text that is unreadable.
● Color management settings may be configured incorrectly for the output
device, leading to unexpected results.
Large and complex print jobs provide even more opportunities for error, and the
cost of such errors becomes much greater. Job Jackets prevent unprintable or
incorrectly constructed jobs from being constructed in the first place.

A Guide to QuarkXPress 2022 | 572

What are Job Jackets?
Technically speaking, Job Jackets are XML structures that include
specifications and rules for creating and inspecting QuarkXPress layouts.
Conceptually, a Job Jackets structure can be compared to a folder containing
job tickets that describe various types of projects and layouts, as well as other
types of information.
Job Jackets are based on the latest version of the JDF (Job Definition Format)
schema. In addition to letting you control QuarkXPress related specifications,
Job Jackets also let you set values for various other specifications covered by
JDF, such as binding and crossover settings. When you send a layout to output,
you have the option of including the layout’s JDF information, so that
downstream systems can use that information for automation and for
informational purposes. And the Job Jackets specification is extendable, so
developers of JDF-compatible systems can embed their own implementation-
specific settings into Job Jackets before passing the Job Jackets upstream to
the layout artist. These settings can then be preserved in the Job Jackets file
and used by XTensions software, by JDF-enabled applications, or by other
systems, to automate and streamline a wide variety of processes.
Job Jackets can also help you to collaborate within a workgroup. Several layout
artists working on layouts that share the same set of specifications can link
their projects to a shared Job Jackets file, so that if one layout artist makes a
change to something like a style sheet, the same change can be automatically
propagated to the other artists’ layouts.

The structure of Job Jackets

Job Jackets are XML structures containing specifications and rules. The topics
below describe the way these specifications and rules are organized in Job
Jackets.

Resources
Job Jackets contain Resources, which include the following:
1 Project-level Resources: Things that can be applied to a particular project,
such as style sheets, colors, output styles, and color management settings.
2 Layout-level Resources: Things that can be applied to a particular layout,
such as:
● Layout Specifications: Settings that can be used to assign a particular
size, orientation, and so forth to a layout.
● Rules and Rule Sets: Tests that can be run to inspect a layout and verify
its adherence to specifications.

A Guide to QuarkXPress 2022 | 573

In addition to the Resources described above, Job Jackets can contain certain
informational Resources, including the following:
● Job Descriptions: This category includes a job number, revision,
instructions, notes, and keywords.
● Contacts: Contact information for job definers and others associated with
the job. Adding contacts can make it easier to track down the appropriate
person if something goes wrong with the job.

Job Tickets
The Resources in Job Jackets are organized into one or more Job Tickets. Each
Job Ticket contains a set of particular Resources that can be applied to a
QuarkXPress project.
Within a Job Ticket, Resources are grouped as follows:
1 Project settings: A set of project-level Resources that can be applied to a
single project. Project settings include things like style sheets, colors, output
styles, and color management settings. Each Job Ticket contains one set of
project settings.
2 Layout definitions: Sets of layout-level Resources, each of which can be
applied to a single layout. Each Job Ticket can contain zero or more layout
definitions. Each layout definition can include the following:
● A Layout Specification (page size, orientation, and so forth)
● Zero or more Output Specifications (configurations for a particular output
device)
● Zero or more Rule Sets (for inspecting the layout)
● A medium type (Print or Digital)
● Color management settings (Source Setup and Output Setup)
● Proofing specifications (Proof Output and Proof Intent)
● Informational Resources (Description, Job Description, and Instructions)

A Guide to QuarkXPress 2022 | 574

Resources are defined and stored in a Job Jackets structure. A Job Ticket contains a set of project
settings for a particular type of project and layout definitions for zero or more layouts. Note that Resource
definitions do not “live” in Job Tickets; Job Tickets refer or “point” to Resource definitions, which live in
the Job Jackets structure.

Job Tickets and Job Ticket templates

There are three kinds of Job Tickets:
● A Job Ticket template is a definition for a “master” Job Ticket. In some ways,
a Job Ticket template is similar to a master page or a QuarkXPress template
file.
● An active Job Ticket is a copy of a Job Ticket template that is associated
with a particular project.
● A deferred Job Ticket is a copy of a Job Ticket template that has been
associated with a project, but is no longer associated with that project (for
example, if the project was closed without being saved).

A Guide to QuarkXPress 2022 | 575

A Job Jackets file can contain Job Ticket templates (containing definitions for Job Tickets), active Job
Tickets (which are associated with a particular project), and deferred Job Tickets (which have been
associated with a project, but are no longer associated with that project).
Each Job Ticket template can be used to generate Job Tickets for one or more
projects. Each Job Ticket can apply to only one project. When a Job Ticket is
applied to a project, the Resources in that Job Ticket become available in the
project (for example, the project inherits all of the color, style sheet, and layout
definitions listed in the Job Ticket).
There are two ways to apply a Job Ticket to a project:
● When creating the project, choose File > New > Project from Ticket, and then
select a Job Ticket template. QuarkXPress copies the Job Ticket template’s
information into a new Job Ticket for the new project. The new project
automatically contains a pre-configured layout for each of the layout
definitions in the Job Ticket template, plus all of the project settings defined
in the Job Ticket template.
● Create or open an existing project, and then choose File > Job Jackets > Link
Project and select a Job Ticket template. Again, QuarkXPress copies the Job
Ticket template’s information into a new Job Ticket for this particular
project. The project acquires all of the project settings defined in the Job
Ticket template, and a new pre-configured layout is created for each of the
layout definitions in the Job Ticket template.

 A Job Ticket maintains no link to the Job Ticket template from which it was
created. Changes made to a Job Ticket template are not propagated to
existing Job Tickets.

Linked and embedded Job Jackets

Every QuarkXPress project is associated with a Job Jackets structure. A
project’s Job Jackets structure may be embedded in the project, or it may be
stored in an XML Job Jackets file in the local file system. The location of a

A Guide to QuarkXPress 2022 | 576

project’s Job Jackets structure depends on how you create the project; for more
information, see “Applying a Job Ticket template to a project.”

A Job Jackets structure can exist as an XML file in the file system, or can be embedded in the project file.
By default, non-embedded Job Jackets files are stored in the location specified
in the Job Jackets pane of the Preferences dialog box (QuarkXPress/Edit menu).
However, you can store Job Jackets files wherever you like. For example, if
you’re sharing a Job Jackets file among layout artists in a workgroup, you might
choose to put that Job Jackets file on a file server that everyone can reach
through the network.
To change the default location where Job Jackets are stored, go to the Job
Jackets pane of the Preferences dialog box (QuarkXPress/Edit menu), click
Select the path, click the Select button, and navigate to the target directory.

Sample Job Jackets workflow

This topic describes a suggested workflow for Job Jackets. Note that this is not
the only possible workflow; it is just an example to show how Job Jackets can
be used. The following definitions are used:
● Job definer: The person who knows what the print job is supposed to consist
of — for example, number of pages, size, colors, and so forth.

A Guide to QuarkXPress 2022 | 577

● Output specialist: The person who knows how a print job must be created
and configured to print correctly on the target press.
● Layout artist: The person who actually creates the layout in QuarkXPress.
The intended workflow for Job Jackets is as follows:
1 An output specialist and a job definer work together to define the output
specifications and rules that are appropriate for a print job (or for a set of
related print jobs), including things like page size, page count, list of colors,
trapping settings, style sheets, line thicknesses, and valid color spaces for
imported pictures.
2 The job definer uses these specifications and rules to create a Job Ticket
template in a Job Jackets file. The Job Ticket template describes a particular
project, and may include different specifications and rules for each layout in
that project (here, we’ll assume only one layout is defined in the Job Ticket
template). When the Job Jackets file is complete, the job definer gives the file
to the layout artist.
3 The layout artist creates a project from the Job Ticket template using the
command File > New > Project from Ticket. QuarkXPress automatically
creates a Job Ticket from the Job Ticket template, and associates the Job
Ticket with the project. QuarkXPress reads the Job Ticket and automatically
inserts all of the Job Ticket’s Resources into the project (such as colors,
style sheets, and color management settings). QuarkXPress also
automatically creates any layouts defined in the Job Ticket.
4 Using the Job Ticket as a set of guidelines, the layout artist builds the layout.
Periodically, the layout artist chooses File > Job Jackets > Evaluate Layout to
verify that she is staying within the guidelines defined in the Job Ticket.
When she does so, a dialog box lets her identify and navigate to any design
elements that violate the rules defined in the Job Ticket. This lets the layout
artist fix problems as they arise, rather than leaving them to be found at
prepress.
5 When a layout is complete, the layout artist sends it to output through any of
several methods, including direct printing, Collect for Output, or export to
PDF or PDF/X. If the Job Jackets file includes Output Specifications, those
Output Specifications can be used to send the job to output to specific
formats and with specific settings. Because the layout has been developed
within the specifications provided by the Job Ticket template, the layout is
correct when it arrives at the press.

Working with Job Jackets

Job Jackets information is stored in XML format. However, QuarkXPress
provides a comprehensive interface that makes it easy to create and modify Job

A Guide to QuarkXPress 2022 | 578

Jackets. The following topics describe the basics of the Job Jackets user
interface.

Basic mode and Advanced mode

 Basic Mode is only available on Windows.

The Job Jackets Manager dialog box (Utilities > Job Jackets Manager) provides
a unified interface where a job definer can create and configure Job Jackets and
the components that they are made of.
By default, the Job Jackets Manager dialog box shows the Job Jackets in the
default Job Jackets folder (see “The default Job Jackets file“), as well as the Job
Jackets associated with any open projects. The active project (if any) is shown
in bold with an asterisk.
The Job Jackets Manager dialog box has two modes:
● (Windows only) Basic mode is for layout artists and job definers who don’t
need to use the advanced JDF capabilities of Job Jackets. Basic mode offers
all the controls necessary to create, manage, and share Job Jackets.
● Advanced mode is for production administrators seeking to use the features
of JDF to automate and integrate portions of their workflow. Advanced mode
uses a different user interface that provides access to everything in basic
mode plus additional Resources, such as Rules, and JDF-only Resources,
such as binding and crossover specifications.
(Windows only) To use advanced mode, open the Job Jackets Manager dialog
box (Utilities menu) and click the Advanced Settings button. To switch back to
basic mode, click the Basic Settings button.

A Guide to QuarkXPress 2022 | 579

The Job Jackets Manager dialog box (Utilities > Job Jackets Manager) lets a job definer work with Job
Jackets files and their components. This dialog box has a basic mode (top) and an advanced mode
(bottom).

Creating Job Jackets files

First of all, when and why should a job definer create a Job Jackets file? There
are no hard-and-fast rules for answering this question: If you want to, you can
put Job Tickets for all of your print jobs in one great big Job Jackets file.
However, here are some guidelines to indicate when you might want to have
separate Job Jackets files.
● If you plan to create a number of print jobs that share the same Resources
(such as colors, style sheets, trapping settings, color management settings,
and page sizes), you might want to create one Job Jackets file for all of
those print jobs. For example, if you’re a design firm that serves several
different clients, each of which has its own visual identity, you might create
one Job Jackets file for each client.
● If you are in charge of a design group and you’d like to make sure that every
layout artist working on a particular project (such as a promotional
campaign) uses the exact same Resources, you might want to create a Job
Jackets file and Job Ticket template containing those Resources, and have
all of the layout artists share that Job Jackets file.
● If you are an output provider and you have a particular press with particular
requirements, you might create a Job Jackets file that captures that press’s
requirements for your customers (and thus helps them to avoid exceeding
those requirements). You might even be able to download a Job Jackets file
containing a press’s requirements from the press manufacturer.

A Guide to QuarkXPress 2022 | 580

Creating a Job Jackets file: Basic mode (Windows only)
To create a Job Jackets file using basic mode:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager).
2 If more than one list displays in the dialog box, click Basic Settings to show
the basic pane.
3 Click the New Job Jackets button . The New Job Jackets dialog box
displays.
4 Enter a name for the Job Jackets file in the Name field.
5 If you plan to allow multiple users to share this Job Jackets file, check Share
this Jacket. If you do not check this box, the Job Jackets file will be
embedded in the active project (if any).
6 If you checked Share this Jacket in the previous step, specify where the Job
Jackets file should be stored by choosing an option from the Save in drop-
down menu:
● To use the default location (see “Linked and embedded Job Jackets“),
choose Default Jacket Folder.
● To store the shared Job Jackets file in the same folder as the active
project, choose Project Folder.
● To store the shared Job Jackets file somewhere else, choose Other and
browse to a target directory (such as a networked volume available to all
of the layout artists).
7 Click the Settings control to show the Tickets, Style Settings, Contacts, and
Layout Specification tabs.

A Guide to QuarkXPress 2022 | 581

 The New Job Jackets dialog box lets you add Resources to a new Job Jackets file.
8 Use the Tickets tab to add Job Ticket templates to the Job Jackets file. For
more information, see “Creating a Job Ticket template: Basic mode.”
9 Use the Style Settings tab to add Resources to the Job Jackets file. You can
append project-level Resources from a variety of sources using the Append
From option:
● To append Resources from the application defaults, click Application.
● To append Resources from a project file or from another Job Jackets file,
click Other, and then click Select and navigate to the target file.
To copy Resources to the Job Ticket template, use the three lists at the bottom
of the dialog box. Choose a type of Resource from the first list, and then choose
specific Resources in the second list and click the button to copy those
Resources into the third list (which shows the Resources of this type in the Job
Ticket template).
To remove Resources from the Job Jackets file, choose a type of Resource from
the first list, and then choose specific Resources in the third list, and click the
Remove button.
10 Contacts can make it easy for anyone who works with a QuarkXPress file to
get in touch with the job definer if problems arise. To add JDF contact
information to the Job Jackets file, click the Contacts tab, and then click the
New Item button to add a contact. Click the expander next to the new
contact to expose its fields, and then fill in the details for each field.

A Guide to QuarkXPress 2022 | 582

11 A Layout Specification lets you set attributes like page size and page count
for automatically generated layouts. To add a Layout Specification to the Job
Jackets file, click the Layout Specification tab, and then click the New Item
button to add a Layout Specification. Click the expander next to the new
Layout Specification to expose its fields, and then fill in the details for each
field.
12 Click OK.

Creating a Job Jackets file: Advanced mode

To create a Job Jackets file using advanced mode:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 If only one list displays in the dialog box, click Advanced Settings to show
the advanced pane.
3 Click the New Job Jackets button . The New Job Jackets dialog box
displays.
4 Enter a name for the Job Jackets file, navigate to the target directory, and
click Save. If you plan to allow multiple layout artists to access the same Job
Jackets file, you may want to choose a directory where all of the layout
artists can access the Job Jackets file over the network.
5 Add Resources to the Job Jackets file, as described in “Adding Resources to
a Job Jackets file: Advanced mode.”

Adding Resources to a Job Jackets file: Advanced mode

The following procedure is useful if you want to create a Job Jackets file using
the Resources in an existing project. For example, if you have last year’s copy of
a brochure project, and you’d like to put all the brochure project’s style sheets,
colors, and so forth into a new Job Jackets file, you can do so with this
procedure. You can also use this procedure to copy Resources from one Job
Jackets file to another.
To add Resources to a Job Jackets file using advanced mode:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 If only one list displays in the dialog box, click Advanced Settings to show
the advanced pane.
3 Specify where you want to copy Resources from:
● To copy Resources from a Job Jackets structure, Job Ticket template, or
Job Ticket, select the source item in the list on the left.

A Guide to QuarkXPress 2022 | 583

 ● To copy Resources from an open project, select the project in the list on
the left.
● To copy Resources from the application defaults, click the Load
Application Resources button .
4 Select a Resource category in the list on the top right.
5 Drag and drop individual Resources from the list on the bottom right to the
target Job Jackets icon in the list on the left.

 You can also drag Resources to a Job Ticket or project.

For information about changing the locations of Resources in a Job Ticket, see
“Specifying the location of Resources: Advanced mode.”

Working with Job Tickets

A Job Ticket is a set of Resources (specifications and rules) that can be applied
to one or more QuarkXPress projects. Each Job Ticket has a name and is stored
in a particular Job Jackets structure. A Job Ticket contains both project-level
Resources (such as colors, style sheets, and color management settings) and
layout-level Resources (such as Layout Specifications and layout definitions).
There are three kinds of Job Tickets:
● A Job Ticket template is a definition for a “master” Job Ticket. In some ways,
a Job Ticket template is similar to a master page or a QuarkXPress template
file.
● An active Job Ticket is a copy of a Job Ticket template that is associated
with a particular project.
● A deferred Job Ticket is a copy of a Job Ticket template that has been
associated with a project, but is no longer associated with that project (for
example, if the project was closed without being saved).

Creating a Job Ticket template

Here are some guidelines to indicate when you might want to have separate Job
Ticket templates:
● If you have a recurring print job, such as a newsletter or magazine, you might
want to create a Job Ticket template for that job.
● If you plan to create several types of layouts (such as a poster, postcard, and
digital medium) that are all based on a single campaign or theme, you might
want to create a Job Ticket template for each layout and store all of the Job
Ticket templates in a single Job Jackets file. That way, all of the layouts can
share the same style sheets, colors, and so forth.

A Guide to QuarkXPress 2022 | 584

● If you have a standard format that is used by a number of people, such as an
ad format, you might want to use a Job Ticket template to help your
customers construct their ads according to the guidelines.
● If a group of layout artists needs to ensure that they are all using the same
style sheets, colors, or other Resources, and to keep those Resources
synchronized among the layout artists if the Resources should change, you
might want to store those Resources in a Job Ticket template so the layout
artists can access the Resources via a shared Job Jackets file. This
approach can help you to maintain corporate brand standards in a large
organization.

Creating a Job Ticket template: Basic mode (Windows only)

To add a Job Ticket template to a Job Jackets structure using basic mode:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager).
If more than one list displays in the dialog box, click Basic Settings to show
the basic pane.

You can create Job Ticket templates in the basic pane of the Job Jackets Manager dialog box (Utilities
menu).
2 Select the Job Jackets structure that will contain the Job Ticket template.
3 Click the New Ticket Template button . The New Job Ticket dialog box
displays.

A Guide to QuarkXPress 2022 | 585

You can assign Resources to a new Job Ticket template in the New Job Ticket dialog box.
4 Configure the new Job Ticket template as described in “Working with
Resources in a Job Ticket: Basic mode.”

Editing a Job Ticket: basic mode (Windows only)

To edit a project’s active Job Ticket, open the project and then choose File > Job
Jackets > Modify Job Ticket. The Edit Job Ticket dialog box displays. For
information on how to use the Edit Job Ticket dialog box, see “Working with
Resources in a Job Ticket: Basic mode.”

Working with Resources in a Job Ticket: Basic mode (Windows only)

This topic describes how to add and remove Resources in a Job Ticket or Job
Ticket template using the New Job Ticket or Edit Job Ticket dialog box. These
two dialog boxes are basically the same, except that the Edit Job Ticket dialog
box looks slightly different for Job Tickets than it does for Job Ticket templates.

A Guide to QuarkXPress 2022 | 586

You can add Resources to a Job Ticket template or Job Ticket in the New Job Ticket and Edit Job Ticket
dialog boxes.
To assign Resources using the New Job Ticket or Edit Job Ticket dialog box:
1 To add or remove project-level Resources, use the controls on the Style
Settings tab (for Job Ticket templates) or the Project Settings tab (for active
and deferred Job Tickets).
You can append project-level Resources from a variety of sources using the
Append From drop-down menu:
● To append Resources from the Job Ticket’s parent Job Jackets structure,
choose Current Jacket.
● To append Resources from the active project, choose Current Linked
Project.
● To append Resources from the application defaults, choose Application.
● To append Resources from a project file or from a Job Jackets file,
choose Other, and then click Select and navigate to the target file.
To copy Resources to the Job Ticket, use the three lists at the bottom of the
dialog box. Choose a type of Resource from the first list, then choose specific
Resources in the second list, and click the right-facing arrow to copy those
Resources into the third list (which shows the Resources of this type in the Job
Ticket).
To remove Resources from the Job Ticket, choose a type of Resource from the
first list, then choose specific Resources in the third list, and click the left-facing
arrow.
2 The presence of a layout definition means that QuarkXPress will
automatically create a layout when this Job Ticket is applied to a project.

A Guide to QuarkXPress 2022 | 587

 When creating a layout definition, you can specify a Layout Specification
(with information such as page size and page count), a Medium Type (Print,
Digital), Rule Sets, and Output Specifications.
To add a layout definition to the Job Ticket, click the Layout Settings tab, then
click the button; a layout definition is added to the list.
To configure the selected layout definition, first click the Layout Properties
control to display the layout property controls, then:
● To name the layout definition, enter a name in the Layout Name field. This
name will be applied to the automatically generated layout.
● To specify information such as page size and page count for the layout
definition, choose an option from the Layout Specification drop-down
menu. (Note that a Layout Specification must be present in the Job
Jackets structure before you can choose the Layout Specification here;
see “Creating Job Jackets“ for more information.)
● To indicate what type of layout should be created automatically for this
layout definition, choose an option from the Medium Type drop-down
menu.
● To copy Rule Sets and Output Specifications from the parent Job Jackets
structure to the layout definition, use the three lists at the bottom of the
dialog box. Choose a type of Resource from the first list, then choose
specific Resources in the second list, and click the button to copy those
Resources into the third list (which shows the Resources of this type in
the layout definition).
To delete a layout definition, select it and click the button.
3 When you are finished configuring the Job Ticket, click OK.

Creating a Job Ticket template: Advanced mode

To add a Job Ticket template to a Job Jackets structure using advanced mode:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager).
If only one list displays in the dialog box, click Advanced Settings to show
the advanced pane.
2 To indicate where the new Job Ticket template should be stored, create or
select a Job Jackets icon in the left list.
3 Click the New Ticket template button . A Job Ticket template is added to
the selected Job Jackets structure.
4 Configure the new Job Ticket template as described in “Working with
Resources in a Job Ticket: Advanced mode.”

A Guide to QuarkXPress 2022 | 588

Working with Resources in a Job Ticket: Advanced mode
You might need to work with a Job Ticket’s Resources in several situations:
● You can use this procedure if you want to create a Job Ticket template using
the Resources in an existing project. For example, if you have last year’s
copy of a brochure project, and you’d like to put all of the brochure project’s
style sheets, colors, and so forth into a new Job Ticket template, or into an
existing project’s active Job Ticket, you can do so with this procedure.
● You can use this procedure to copy Resources from one Job Ticket to
another.
● You can use this procedure to copy Resources from a Job Jackets structure
or a project to a Job Ticket.
To add Resources to a Job Jackets structure using advanced mode:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 If only one list displays in the dialog box, click Advanced Settings to show
the advanced pane.
3 Specify where you want to copy Resources from:
● To copy Resources from a Job Jackets structure, Job Ticket template, or
Job Ticket, select the source item in the list on the top left.
● To copy Resources from an open project, select the project in the list on
the left.
● To copy Resources from the application defaults, click the Load
Application Resources button .
4 Select a Resource category in the list on the top right.
5 Drag and drop individual Resources from the list on the bottom right to the
target Job Ticket template or Job Ticket in the list on the left.

Adding a layout definition to a Job Ticket: Advanced mode

A layout definition is a group of specifications that combine to describe a single
layout. A layout definition includes Resources such as medium (output) type
(Print, Digital), Output Specifications, and Rule Sets.
When you create a project from a Job Ticket template, QuarkXPress
automatically creates a layout for each layout definition in the Job Ticket
template. If a layout definition does not contain a Layout Specification,
QuarkXPress displays the New Project dialog box so you can specify the page
size, margins, and so forth.
When you add a layout definition to an active Job Ticket, a layout is created from
that layout definition and automatically added to the corresponding project.

A Guide to QuarkXPress 2022 | 589

To add a layout definition to a Job Ticket template or Job Ticket:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager)
and select the target Job Ticket in the left list.
2 To display Resource controls, click the Advanced Settings button.
3 Select Layouts in the top-right list. Any layout definitions in the Job Ticket
display in the bottom-right list.
4 Click the New Item button above the bottom-right list. A layout definition
named “Layouts” is added. (The name you give to a layout definition is the
name that will be applied to the actual layout when you create a project. To
rename a layout definition, double-click its name and then enter the new
name.)
5 Click the expander button next to the layout definition name to display the
fields of the layout definition.
6 Specify or enter a value for any fields you want to use.
7 Click Save.
For information on using layout definitions, see “Applying a layout definition to a
project.”

Applying a Job Ticket template to a project

You can apply a Job Ticket template to a project in two ways:
● Creating a project from the Job Ticket template.
● Linking an existing project to a Job Ticket template.
In either case, a Job Ticket is created from the Job Ticket template, and the new
Job Ticket instance is applied to the new project. The topics below describe
both approaches.

Creating a project from a Job Ticket template

When you create a project from a Job Ticket template, QuarkXPress always
creates a Job Ticket from that Job Ticket template. You can choose where that
Job Ticket is stored: In a shared Job Jackets file, or in an embedded Job
Jackets structure in the project file.
To create a project from a Job Ticket template:
1 Choose File > New > Project from Ticket. The New Project from Ticket dialog
box displays.

A Guide to QuarkXPress 2022 | 590

Use the New Project from Ticket dialog box to select a Job Ticket template for a new project.
2 If the Job Jackets structure you want is not displayed, click Browse, navigate
to the Job Jackets file, and then click Open.
3 Select the target Job Ticket template in the list. (Note that you can also
select a deferred Job Ticket.)
4 Check or uncheck the Share Jacket check box, as follows:
● To store this project’s active Job Ticket in an external Job Jackets file, so
the Job Ticket can share Resources with other users of that Job Jackets
file, check Share Jacket.
● To store this project’s Job Ticket in an embedded Job Jackets structure
in the project file, uncheck Share Jacket.
5 Click Select. The new project inherits the Job Ticket template’s project
settings, and QuarkXPress automatically creates layouts for any layout
definitions in the Job Ticket template.

 You cannot store a Job Ticket in the default Job Jackets structure.
Consequently, if you create a project from a Job Ticket template that is in the
default Job Jackets structure, and you check Share Jacket, you will be
prompted to save a new Job Jackets file in the file system.

Linking an existing project to a Job Jackets file

When you link an existing project to a Job Jackets file, you remove the project’s
current active Job Ticket and link the project to a new Job Ticket created from a

A Guide to QuarkXPress 2022 | 591

Job Ticket template in another Job Jackets file. You might choose to do this if,
for example, you want to link an existing project to a Job Jackets file where
another layout artist has an active Job Ticket, and thus synchronize some or all
of the Resources that the two of you are using.
To apply a Job Ticket to an existing project:
1 Create or open the project.
2 Choose File > Job Jackets > Link Project. The Link Project dialog box
displays.
3 If the Job Jackets file you want is not displayed, click Browse, navigate to the
file, and then click Open.
4 Select the target Job Ticket template in the list.
5 Check or uncheck the Share Jacket check box, as follows:
● To store this project’s Job Ticket in the Job Jackets file containing the
target Job Ticket template, check Share Jacket.
● To store this project’s Job Ticket in an embedded Job Jackets structure
in the project file, uncheck Share Jacket.
6 Click Attach. The project inherits the Job Ticket template’s project settings,
and layouts are automatically created for any layout definitions in the Job
Ticket template.

 If you use a Job Ticket template in the default Job Jackets structure, and you
check Share Jacket, you will be prompted to save a new Job Jackets file in
the file system. This is because you cannot store a Job Ticket in the default
Job Jackets structure.

Viewing Job Ticket relationships

You can see the relationships between Job Jackets, Job Ticket templates, Job
Tickets, and projects in the Job Jackets Manager dialog box (Utilities menu).
The icons shown in this dialog box are as follows:
● Job Jackets structure (linked)
● Job Jackets structure (embedded)
● Job Ticket template
● Active or deferred Job Ticket
● Project (a bold project name indicates the active project)
A project that is linked to an active Job Ticket is displayed like this:

A Guide to QuarkXPress 2022 | 592

A project that is linked to an active Job Ticket
A deferred Job Ticket has a icon, but is not linked to a project. This may mean
that the project was moved, deleted, or never saved.

Applying a layout definition to a project

A layout definition provides a group of settings that combine to describe a
layout. These settings can include a medium type (Print, Digital), Rule Sets,
Output Setups, and a color management Source Setup. A layout definition also
can include a Layout Specification, which includes information such as page
size and page count (note that Layout Specifications must be created at the Job
Jackets level).
When you associate a project with a Job Ticket template, QuarkXPress
automatically creates a layout for each layout definition in that Job Ticket
template. Such layouts have the same names as the layout definitions they were
based on.
You can apply a layout definition to a project in two ways:
● By creating a project from the Job Ticket containing the layout definition, as
described in “Creating a project from a Job Ticket“.
● By linking the Job Ticket to the active project after the project has been
created, as described in “Linking an existing project to a Job Jackets file“.
Whichever approach you use, the defined layouts are created automatically.

Exporting and importing Job Tickets

There may be situations in which a job definer needs to copy a Job Ticket
template or Job Ticket from one Job Jackets file to another, or to import all of a
Job Jackets structure’s Job Ticket templates and Job Tickets into another Job
Jackets structure. You can do both of these things with the Job Ticket export
and import features.

Exporting a Job Ticket template or Job Ticket

To export a Job Ticket template or Job Ticket from a Job Jackets structure:
1 Open the Job Jackets Manager dialog box (Utilities menu) and select the
target Job Ticket (or Job Tickets) in the left list.

A Guide to QuarkXPress 2022 | 593

2 Click the Export Ticket button above the left list. The New Job Jackets
dialog box displays.
3 Specify a name and location and click Save. All selected Job Tickets are
saved into a Job Jackets file with the indicated file name, along with any
Resources they require.

Importing a Job Ticket template or Job Ticket

To import a Job Ticket template or Job Ticket into a Job Jackets structure:
1 Open the Job Jackets Manager dialog box (Utilities menu) and select the
target Job Jackets icon in the left list.
2 Click the Import button above the left list. The Select Job Jackets File
dialog box displays.
3 Select a Job Jackets file and click Open. All Job Ticket templates and Job
Tickets in the selected file are imported into the selected Job Jackets
structure, along with any Resources they require.

The default Job Jackets file

When QuarkXPress is installed, a default Job Jackets file (containing a default
Job Ticket template) named “DefaultJacket.xml” is installed as well in the
location specified in the Job Jackets pane of the Preferences dialog box
(QuarkXPress/Edit menu).
When you create a project by choosing File > New > Project, the following things
happen:
● QuarkXPress makes a copy of this default Job Jackets file (named “Default
Job Jackets”) and embeds it in the new project. The embedded Job Jackets
structure is named “[filename] Job Jackets.”
● In the embedded Job Jackets structure, QuarkXPress creates a Job Ticket
from the default Job Ticket template (named “Default Job Ticket”). The new
Job Ticket is named “[filename] Ticket.”
● QuarkXPress associates the Job Ticket in the embedded Job Jackets
structure with the new project.
You can use the default Job Jackets file to control the Resources that are used
in new QuarkXPress projects. You can also edit the default Job Ticket template
that is used by projects created via File > New > Project. This topic explains both
procedures.
 You cannot store a new Job Ticket in the default Job Jackets file. For more
information, see “Creating a project from a Job Ticket template.”

A Guide to QuarkXPress 2022 | 594

Editing the default Job Ticket template: File menu
The default Job Ticket template is used by projects created using File > New >
Project. There are two ways to edit the default Job Ticket template.
To edit the default Job Ticket template from the File menu:
1 Close any open projects.
2 To open the default Job Ticket template in the Modify Job Ticket dialog box,
choose File > Job Jackets > Modify Job Ticket.
3 Use the controls in the Modify Job Ticket dialog box to configure the default
Job Ticket template, and then click OK.

Editing the default Job Ticket template: Utilities menu

To edit the default Job Ticket template from the Job Jackets Manager dialog
box:
1 Display the Job Jackets Manager dialog box (Utilities menu).
2 Click the Open Jacket button, navigate to the default Job Jackets file, and
click Open.
3 Expand the default Job Jackets structure and select the Job Ticket template
named “Default Job Ticket” in the list.
4 Click the Edit button . The Edit Job Ticket dialog box displays.
5 Use the controls in the Edit Job Ticket dialog box to configure the default Job
Ticket template.
6 Click OK.
The next project you create using File > New > Project will use the modified
default Job Ticket template.

Editing the default Job Jackets file

You can use the default Job Jackets file to control the Resources that are used
in new QuarkXPress projects. To edit the default Job Jackets file:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 Click the Open Jacket button , navigate to the default Job Jackets file, and
click Open.
3 Select the Job Jackets structure named “Default Job Jackets” in the list.
4 Use the controls in the Job Jackets Manager dialog box to configure the
default Job Jackets structure, and then click OK.

A Guide to QuarkXPress 2022 | 595

For information on working with Resources, see “Working with Resources:
Advanced mode.”

Working with Resources: Advanced mode

“Resources” is a generic category that describes most of the components that
make up Job Jackets and Job Tickets. Resources include everything from style
sheets to page size specifications. The topics below describe how to access,
create, and update Resources in the advanced pane of the Job Jackets Manager
dialog box (Utilities menu).
 Job definers will use this procedure often, for various purposes. Layout
artists, however, may never need to use this procedure at all.

Accessing Resources: Advanced mode

Before you can work with a Resource, you have to be able to get to it. To access
a Resource:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 If only one list displays in the dialog box, click Advanced Settings to show
the Advanced pane.
3 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.
4 To work with Resources that are specific to a Job Jackets structure, select
the target Job Jackets structure in the list on the left. Note that Resource
categories that are unavailable represent Resources that must be specified
at the Job Ticket level.
5 To work with Resources that are specific to a Job Ticket, expand the Job
Jackets structure; create , duplicate , or import a Job Ticket; and then
make sure the target Job Ticket is selected in the list on the left. Note that
dimmed Resource categories represent Resources that must be specified at
the Job Jackets level.
6 Select a Resource type in the top-right list. Existing Resources of the
selected type are listed in the bottom-right list.

A Guide to QuarkXPress 2022 | 596

Use the Job Jackets Manager dialog box to view, create, duplicate, delete, import, and export Resources.

Configuring Resources: Advanced mode

Once you’ve navigated to a Resource in the Job Jackets Manager dialog box,
you can configure that Resource. Different options are available for different
types of Resources in this dialog box:
● You can specify a location for most Resources.
● You can delete most Resources.
● You can create and modify some types of Resources, but others must be
created and modified using other parts of the QuarkXPress user interface.
● You can create, duplicate, delete, and configure layout definitions, Output
Specifications, Layout Specifications, Job Descriptions, Contacts, Rules, and
Rule Sets in a Job Jackets structure.

 In Job Jackets, App Studio layouts are represented by Digital layout

resources.
If a Resource permits it, you can create and configure that Resource in the Job
Jackets Manager dialog box as follows:
1 To create a Resource of the type selected in the top-right list, click the New
Item button in the bottom-right list. To rename the Resource, click its name.
2 If a Resource has an expander icon, click that icon to expand the Resource,
and then configure the fields that are revealed. Some Resource fields include
drop-down menus, while others allow you to enter values manually.

A Guide to QuarkXPress 2022 | 597

3 If a Resource has a button, click that button to create additional instances
of the Resource. For example, when creating a Layout Specification, you can
click this button on the Spot Color Resource to create additional spot colors.

Specifying the location of Resources: Advanced mode

Resources can exist in several locations:
● In Jacket: Stored in a Job Jackets structure, but not used in any of that Job
Jackets structure’s Job Ticket templates or Job Tickets.
● In Ticket: Stored in a Job Jackets structure and associated with a Job Ticket
template or Job Ticket. If an “In Ticket” Resource is in a Job Ticket template
that is associated with a project, that Resource is also available in the
project.
● In Project: Stored in a project, but NOT associated with a Job Jackets
structure or Job Ticket.
You can specify the location of Resources as follows:
1 Access a Resource using the Job Jackets Manager dialog box, as described
in “Accessing Resources: Advanced mode.”
2 Select the Resource in the bottom-right list.
3 Choose a location from the drop-down menu in the Status column:
● If the item selected in the left list is a Job Jackets structure, you can
choose only In Jacket.
● If the item selected in the left list is a Job Ticket template or Job Ticket,
you can specify whether or not the Resource is associated with that Job
Ticket template or Job Ticket by choosing In Jacket or In Ticket.
● If the item selected in the left list is a project, you can specify whether the
Resource is defined only in the project (Status = In Project) or uses the
definition in the project’s active Job Ticket (Status = In Ticket).

A Guide to QuarkXPress 2022 | 598

Use the Job Jackets Manager dialog box (Utilities menu) to specify where Resources are stored.

Working with Layout Specifications

A Layout Specification lets you define layout-specific information such as page
size, page count, margins, spread information, bleed information, binding
information, and so forth.
The standard procedure for working with Layout Specifications is:
1 Create a Layout Specification (see “Creating a Layout Specification: Advanced
mode“). This part of the job is typically done by a job definer.
2 Associate the Layout Specification with a layout using a Job Ticket template
or Job Ticket. This is typically done by the layout artist.
The topics below describe each of the above procedures in detail.

Creating a Layout Specification: Advanced mode

Layout Specifications are Resources, and thus must be created in the Job
Jackets Manager dialog box, as described in “Working with Resources: Advanced
mode.”

A Guide to QuarkXPress 2022 | 599

You can use the Job Jackets Manager dialog box (Utilities menu) to create Layout Specifications.

Applying a Layout Specification to a layout

You can associate a Layout Specification with a layout in two ways: by creating
the layout from a Job Ticket template, or by applying the Layout Specification to
an existing layout’s active Job Ticket.
A job definer will typically add a Layout Specification to a layout definition in a
Job Jackets file before the actual project and layout are created. Because a
Layout Specification is a Resource, you add it to a layout definition just as you
would any other Resource (see “Working with Resources: Advanced mode“).

A Guide to QuarkXPress 2022 | 600

To configure a Job Ticket template to automatically create a layout that follows a particular Layout
Specification, associate the Layout Specification with the layout definition using the Job Jackets Manager
dialog box.
A layout artist can apply a Layout Specification to a layout’s active Job Ticket
after the project and layout are created using the Edit Job Ticket dialog box (File
> Job Jackets > Modify Job Ticket). To add a Layout Specification to an active
Job Ticket, click the Layout Settings tab, select the layout in the layout list, and
choose an option from the Layout Specs drop-down menu.

A Guide to QuarkXPress 2022 | 601

You can use the Edit Job Ticket dialog box (File > Job Jackets > Modify Job Ticket) to assign a Layout
Specification to a layout in the active project.

Working with Rules and Rule Sets

A Rule is a test that is executed against the active layout when you choose File >
Job Jackets > Evaluate Layout.
Each Rule can test one condition. For example, a Rule might state that all text
characters should be set to overprint. Rules also can include descriptions,
policies (to indicate to the layout artist whether a given condition is mandatory,
recommended, or forbidden), and instructions for fixing problem situations.
The standard procedure for working with Rules and Rule Sets is:
1 Create Rules (see “Creating Rules: Advanced mode“) and add them to a Rule
Set (see “Adding Rules to a Rule Set: Advanced mode“). This is typically done
by a job definer, possibly working with an output specialist.
2 Associate the Rule Set with a layout using a Job Ticket template (see
“Applying a Rule Set to a layout“). This is typically done by the job definer.

A Guide to QuarkXPress 2022 | 602

3 Use the Rule Set to evaluate the layout (see “Evaluating a layout“). This is
typically done by a layout artist.
The following topics describe each of the above procedures in detail.

Creating Rules: Advanced mode

To construct a Rule, first navigate to the Rule Resources in the Job Jackets
Manager dialog box, as described in “Working with Resources: Advanced mode.”
Then use the Rule wizard, as follows:
1 Click the New button . The Edit Rule dialog box (the first part of the Rule
wizard) displays.
2 Enter a name for the Rule in the Name field.
3 To indicate what kind of object the Rule should apply to, choose an option
from the Subject drop-down menu. Available subjects include all boxes, text
boxes, picture boxes, text characters, lines, text paths, pictures, and fonts.

Use the Edit Rule dialog box to create rules.

4 To indicate what you want the Rule to check, check an option in the
Conditions area. The available conditions depend on the selected subject.
Repeat this step for each condition you want to include in the Rule. The
conditions are combined with a logical AND operator. For example, to create a
Rule specifying that text boxes should have a background of 50% Blue, choose
Text Boxes and then check both Background and Shade.

A Guide to QuarkXPress 2022 | 603

5 Click Next to display the next dialog box in the Rule wizard. In this dialog box,
you must specify the conditions that trigger the Rule (for example, “is not
Overprint” or “is less than 10pt”). To configure each condition, click the
expander to expand the item in the list, then choose options and enter values
in the provided fields.

Use the second dialog box in the Rule wizard to configure a rule.
If a condition has a button, you can click this button to add additional clauses
to the condition. Clauses are combined with a logical OR operator. For example,
to specify that the indicated item should have a color that is either a CMYK color
or a spot color, configure the first line to check for CMYK, then add a second line,
and configure it to check for Spot Ink.
6 Click Next to display the third and final dialog box in the Rule wizard. Use this
dialog box to specify a Description of the Rule, a Policy (which determines
what kind of icon displays if the Rule is broken), and Instructions for fixing
the problem. The information you enter in Instructions is displayed when a
layout artist chooses Evaluate Layout if the Rule is broken.

A Guide to QuarkXPress 2022 | 604

Use the third dialog box in the Rule wizard to control what happens when a rule is broken.

Adding Rules to a Rule Set: Advanced mode

Rules must be put into Rule Sets, which are named collections of Rules. A job
definer can include one or more Rule Sets in a layout definition in a Job Ticket
template. A layout artist working in a layout that is based on that layout
definition can then evaluate the layout using the Rules in those Rule Sets (see
“Evaluating a layout“). To add a Rule to a Rule Set:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 If only one list displays in the dialog box, click Advanced Settings to show
the Advanced pane.
3 Create or select a Job Jackets structure.
4 Select Rule Sets in the upper-right list.
5 Click the New button to create a Rule Set. The Edit Rule Set dialog box
displays.

A Guide to QuarkXPress 2022 | 605

Use the Edit Rule Set dialog box to work with Rule Sets.
6 Enter a name for the Rule Set in the Name field.
7 Select the Rules you want in the Available list and click the button, or click
Include All to add all the Rules in the Available list to the active Rule Set.
8 Click OK.

Applying a Rule Set to a layout

Once a Rule Set has been associated with a layout’s Job Ticket template
instance, the layout artist can evaluate the layout against that Rule Set (see
“Evaluating a layout“). You can associate a Rule Set with a layout in two ways.
A job definer will typically add a Rule Set to a layout definition in a Job Jackets
file before the actual project and layout are created. Because, a Rule Set is a
Resource, you add it to a layout definition just as you would any other Resource
(see “Working with Resources: Advanced mode“).

A Guide to QuarkXPress 2022 | 606

To make a Rule Set available in a layout as soon as that layout is created, associate the Rule Set with the
layout definition using the Job Jackets Manager dialog box.
A layout artist can add a Rule Set to a layout after the project and layout are
created. For information on how to do this, see “Working with Resources in a Job
Ticket: Basic mode.”

A Guide to QuarkXPress 2022 | 607

A layout artist can use the Edit Job Ticket dialog box (File > Job Jackets > Modify Job Ticket) to assign a
Rule Set to a layout in the active project.

Evaluating a layout
Rule Sets, Layout Specifications, and Output Specifications provide tests that
can be evaluated to determine whether a layout adheres to the specifications
created by the job definer. The Evaluate Layout command lets you execute those
tests and determine whether (and where) any violations occur. This command
also checks the layout against its layout definition, to verify medium type (Print,
Digital) and color management settings. Once violations are identified, a layout
artist can decide what (if anything) to do about them.
 Before you attempt to evaluate a layout, make sure the project is associated
with a Job Ticket that defines Rule Sets or Output Specifications for the
active layout.
 The Evaluate Layout feature is designed to highlight layout problems and
indicate where they can be fixed. However, it cannot prevent a layout artist
from making changes that violate the specifications and Rules defined in a
Job Ticket.

A Guide to QuarkXPress 2022 | 608

To evaluate a layout:
1 Choose File > Job Jackets > Evaluate Layout. The Layout Evaluation dialog
box displays, with applicable Rule Sets, Layout Specifications, and Output
Specifications listed. To expand a Rule Set, Layout Specification, or Output
Specification and see its component Rules, click the expander icon next to it.

Use the Layout Evaluation dialog box to evaluate the active layout against Rule Sets, Layout
Specifications, and Output Specifications.
2 To edit the selected Rule, click its name and then click the Edit Rule button.
Any changes to the Rule are written back to the Job Jackets file and apply to
any other projects that use this Job Ticket.
3 To indicate that a Rule should be checked, check the box next to that Rule.
To indicate that all Rules in a Rule Set, Layout Specification, or Output
Specification should be checked, check the box next to the name of the Rule
Set, Layout Specification, or Output Specification.
4 To evaluate the active layout against the checked Rules, click Evaluate. The
Cases column is updated to show whether the document passes each Rule
check.
5 To view more detailed information about a violated Rule, click its name and
then check the Instructions and Details boxes. The Instructions box shows

A Guide to QuarkXPress 2022 | 609

 any instructions written by the Rule creator, and the Details box provides
information about the project (such as whether it has been modified since
the last evaluation).

The Layout Evaluation dialog box shows which Rules are passed and which Rules are violated.
6 To scroll the layout to the locations where Rules are violated, click the Show
Case buttons. This makes it easy to fix Rule violations.

 You can configure QuarkXPress to automatically evaluate each layout when

the project is opened, when the project is saved, when the project is closed,
and when the layout is sent to output. For more information, see “Job
Jackets preferences.”

Job Jackets locking

To avoid having two people attempt to edit a Resource at the same time,
QuarkXPress locks shared Job Jackets files under the following circumstances:
● When the user of a project that shares a Job Jackets file displays the Edit
Job Ticket dialog box (File > Job Jackets > Modify Job Ticket), QuarkXPress
locks that Job Jackets file.

A Guide to QuarkXPress 2022 | 610

● When a user displays the Job Jackets Manager dialog box (Utilities menu),
QuarkXPress locks all Job Jackets files displayed in the Job Jackets
Manager dialog box.
● When the user of a project that shares a Job Jackets file creates, duplicates,
edits, or deletes a Resource that is in the shared Job Jackets file,
QuarkXPress locks the Job Jackets file. For example, if Tara is working in a
project that shares the “Product List” Job Jackets file, and she chooses Edit
> Colors and starts to modify a color that is in the project’s Job Ticket,
QuarkXPress locks all shared Resources in the “Product List” Job Jackets
file so that only Tara can modify them.
When a Job Jackets file is locked:
● You cannot create a project from a Job Ticket template in that Job Jackets
file.
● You cannot link a project to the Job Jackets file.
● You cannot display the Edit Job Ticket dialog box (File > Job Jackets >
Modify Job Ticket) for a project that shares the Job Jackets file.
● You can display the Job Jackets Manager dialog box (Utilities menu), but
you cannot edit the locked Job Jackets file or any of its Job Tickets.
● You cannot edit a shared Resource in the Job Jackets file. For example, if
Tara has locked the “Product List” Job Jackets file, and Samuel chooses Edit
> Colors and tries to modify a color that is in the project’s Job Ticket, the
color is dimmed and unavailable until Tara unlocks the Job Jackets file.
● You cannot add a layout or change the name of an existing layout in a
project that shares the Job Jackets file.
● You cannot edit a rule from the Layout Evaluation dialog box (File > Job
Jackets > Evaluate Layout).
A locked Job Jackets file becomes unlocked at the following points:
● When the user with the lock closes the Edit Job Ticket dialog box.
● When the user with the lock closes the Job Jackets Manager dialog box.
● When the user with the lock finishes editing a Resource that is in the shared
Job Jackets file. Using the example above, this would be when Tara clicks
Save or Cancel in the Colors dialog box after changing the shared color.

 Because of Job Jackets locking, it is important to display Edit Job Ticket and
the Job Jackets Manager dialog boxes only when necessary, and to close
them as soon as you’ve completed any work you need to do with them.
 If you display the Job Jackets Manager dialog box (Utilities menu) and find
that you cannot edit the Job Jackets file associated with your project, that
Job Jackets file is probably locked by another user.

A Guide to QuarkXPress 2022 | 611

Printing with JDF output
When you send a project to output, you can now indicate that a JDF file should
be generated and stored wherever the output file is saved. (Note that if you are
printing directly to the output device, no JDF file is generated.)

Use the JDF pane of the Print dialog box to specify that Job Jackets information be included at output in
the form of a JDF-compliant XML file.

A Guide to QuarkXPress 2022 | 612

Working with Multiple Languages

QuarkXPress is available in several language configurations. If your language

configuration supports it, you can:
● Open and edit projects that use any supported character language. Character
language is an attribute that you can apply to text to indicate which
hyphenation and spell checking rules should be used with that text. You can
apply character language at the character level — so even if a sentence uses
words in two different languages, every word can be hyphenated and spell
checked correctly. For more information, see “Applying a character language.”
● (Windows only) Change the user interface and keyboard commands to any
supported program language. Program language refers to the language used
in application menus and dialog boxes. Program language affects only the
user interface; it does not affect spell checking and hyphenation. For more
information, see “Changing the program language.”

● (Mac OS X only) The program language is determined by your OS language at

the time of install. You can change the UI language by changing the display
language of OS X in System Preferences and restarting QuarkXPress.

 Irrespective of whether East Asian functionality is enabled in Preferences,

QuarkXPress can open, display, and output a project that uses East Asian
features. However, you can only edit text that uses East Asian features if your
East Asian Preference is enabled (QuarkXPress/Edit > East Asian).

Applying a character language

The character language attribute determines which dictionary is used for spell
checking and which rules and exceptions are used for hyphenation. When you
check the spelling of text that uses different languages, each word is checked
using the assigned language dictionary. When automatic hyphenation is
enabled for a project that uses different character languages, each word is
hyphenated using the appropriate hyphenation rules and hyphenation
exceptions for that language.
To apply a character language:
● Use the Language drop-down menu in the Edit Character Style Sheet dialog.
● Use the Language drop-down menu in the Character tab of the
Measurements palette.
● Use the Convert Project Language dialog (Utilities > Convert Project
Language...).

A Guide to QuarkXPress 2022 | 613

Changing the program language
To specify the program language:
● (Windows only) Choose an option from the Edit > Program Language
submenu.
● (Mac OS X only) The program language is determined by your OS language
at the time of install. You can change the UI language by changing the
display language of OS X in System Preferences and restarting QuarkXPress.
Your menus, dialog boxes, and palettes change to the chosen language.
Keyboard commands are based on the program language.
 The program language has no effect on hyphenation and spell checking.

A Guide to QuarkXPress 2022 | 614

XTensions Software

You can use XTensions modules to add features such as palettes, commands,
tools, and menus that augment just about every activity you undertake.

Working with XTensions modules

 Many XTensions come in two parts: One file for the functionality of the
XTensions module, and another file for its user interface. The name of the
user interface module typically ends in “UI.” XTensions modules that do not
have any user interface do not have to have a UI file.

Installing XTensions modules

QuarkXPress ships with a default set of XTensions modules. You can also
install additional XTensions software developed by Quark or by third-party
companies.

macOS
QuarkXPress is released as an “App Bundle” for macOS. In order to make this
possible, all of the supporting folders, including the default XTensions, have
been moved inside the self-contained app bundle. QuarkXPress will load third
party XTensions from the following two locations:
● ~/Library/Application Support/Quark/QuarkXPress <version>/XTensions
● /Library/Application Support/Quark/QuarkXPress <version>/XTensions
If the XTension is placed in the main library path, it will be available to all the
users on that Mac. If deployed in the user’s library path, the XTension will only
be available to that particular user. If the same XTension exists in both of these
locations, then the one in the user’s library location will get the preference.
 The XTensions must be placed in one of these folders for QuarkXPress
<version> to load them. Do not make a change in the QuarkXPress app
bundle. Newly installed XTensions modules will load the next time you
launch.
 The XTensions Disabled folder was deprecated with QuarkXPress <version>
on Mac and will no longer be supported. The disabled XTensions will be
recorded in the following file: ~/Library/Application
Support/Quark/QuarkXPress <version>/XTSettings.plist.

A Guide to QuarkXPress 2022 | 615

Windows
To install XTensions modules on Windows, place them in the XTensions folder
within your application folder. Newly installed XTensions modules will load the
next time you launch.

Enabling and disabling XTensions modules

You might want to disable XTensions modules if you are short on memory or for
troubleshooting purposes. To enable or disable an XTensions module, first
choose Utilities > XTensions Manager to display the XTensions Manager dialog
box.

You can use the XTensions Manager dialog box to enable and disable XTensions modules.
To enable a module, check the box next to its name in the Enable column. To
disable a module, uncheck its box. The change takes effect the next time you
launch the application.

Working with XTensions sets (Windows only)

If you find that you frequently enable and disable particular groups of XTensions
modules, you can create an XTensions set that makes it easy to switch between
these groups.
To create an XTensions group, first display the XTensions Manager dialog box
(Utilities menu) and enable the XTensions modules you want in the group. Then
click Save As and enter a name for the group. When you want to switch to this
group, simply display the XTensions Manager dialog box and choose the group’s
name from the Set drop-down menu.
You can also import and export XTensions sets with the Import and Export
buttons, for situations where you want to share them with other users.

A Guide to QuarkXPress 2022 | 616

Script XTensions software
When Script XTensions software is loaded, the Scripts menu is available in the
QuarkXPress menu bar. From this menu, you can run any AppleScript script in
the “Scripts” folder in the QuarkXPress application folder. Script XTensions
software makes a collection of AppleScript scripts available from this menu by
default, and you can add your own AppleScript scripts to the menu.
To use Script XTensions software, simply choose a script from the Scripts
menu, and the script runs. The provided default scripts are organized into
submenus.
Please note that although these scripts are designed to operate in as many
workflows as possible, specific settings in your workflow might prevent them
from operating correctly. Therefore, we recommend that you save your layouts
before running any scripts that affect them
 Script XTensions software is for macOS only.
 Script XTensions software must be loaded before you can run any
AppleScript scripts that affect QuarkXPress, whether the scripts are
launched from QuarkXPress or from another location (such as the desktop).
Other required components include the following:
● Standard Additions Scripting Addition
● AppleScript Extension
QuarkXPress is released as an “App Bundle” for macOS. In order to make this
possible, all the supporting folders, including the default Scripts, have been
moved inside the self-contained app bundle. QuarkXPress will load third party
Scripts from the following two locations:
● ~/Library/Application Support/Quark/QuarkXPress <version>/Scripts
● /Library/Application Support/Quark/QuarkXPress <version>/Scripts
These scripts will be shown with a separator in the Scripts Menu

Box Tools submenu

This topic describes the AppleScript scripts available through the Box Tools
submenu of the Scripts menu when Script XTensions software is installed.
● Use Add Crop Marks to place crop marks around the selected box.
● Use Easy Banner to create a “banner” (text box) in the top-left corner of a
selected box; you specify the text in the banner.
● Use Make Caption Box to create a caption box (text box) below the selected
box.

A Guide to QuarkXPress 2022 | 617

● Use Shrink or Grow at Center to resize a box from the box’s center, rather
than from its origin (the 0,0 coordinates).

Grid submenu
This topic describes the AppleScript scripts available through the Grid submenu
of the Scripts menu when Script XTensions software is installed.
Use By Dividing a Box to create a grid of boxes based on the dimensions of the
selected box.

Images submenu
This topic describes the AppleScript scripts available through the Images
submenu of the Scripts menu when Script XTensions software is installed.
● Use Contents to PICT File to save the PICT preview of the selected picture to
a file.
● Use Copy to Folder to save a copy of the picture in the selected picture box
to a specified folder.
● Use Fldr to Select PBoxes to import picture files from a specified folder into
selected picture boxes. Pictures are imported in alphabetical order.

Picture Box submenu

This topic describes the AppleScript scripts available through the Picture Box
submenu of the Scripts menu when Script XTensions software is installed.
● Use Crop Marks & Name to place crop marks around the active picture box
and enter the name of the picture file into a text box below the picture box.
● Use Place Name to enter the name of a picture into a text box below the
picture box that contains the picture.
● Use Set All Bkgnd None to change the background color of every picture box
in the layout to None.
● Use Set All Bkgnd to change the background of every picture box in the
layout to a specified color and shade.

Saving submenu
This topic describes the AppleScript scripts available through the Saving
submenu of the Scripts menu when Script XTensions software is installed.
Use Each Page as EPS to save each page of the layout as an individual EPS file
with a color TIFF preview.

A Guide to QuarkXPress 2022 | 618

● To save the pages of the active layout as EPS files, click Active.
● To save the pages of a layout in a different project, click Choose to display
the Choose a File dialog box, navigate to the target project, and then click
Choose. The script saves the pages of whichever layout was active when the
project was last saved.

Special submenu
This topic describes the AppleScript scripts available through the Special
submenu of the Scripts menu when Script XTensions software is installed.
● Use Move to Scripts Folder to copy or move a selected AppleScript script to
a selected folder within the “Scripts” folder.
● Use Open Apple Events Scripting PDF to open “A Guide to Apple Events
Scripting.pdf.” This PDF file contains detailed information about writing
AppleScript scripts for QuarkXPress.
● Use Open QuarkXPress Folders to open specified folders within the
QuarkXPress folder.

Stories submenu
This topic describes the AppleScript scripts available through the Stories
submenu of the Scripts menu when Script XTensions software is installed.
● Use Link Selected Text Boxes to link selected text boxes. The text chain
order is based on the stacking order of the text boxes.
● To or From XPress Tags converts the text in the selected box to “XPress
Tags” codes, or from “XPress Tags” codes to formatted text (the text is
formatted using “XPress Tags” codes). This script requires that the “XPress
Tags” Filter be loaded.
● Unlink Selected Boxes breaks the links between selected text boxes while
retaining the position of the text in the text chain.

Tables submenu
This topic describes the AppleScript scripts available through the Tables
submenu of the Scripts menu when Script XTensions software is installed.
● Use Row or Column Color to apply a specified color and shade to every other
row or column in a table.

A Guide to QuarkXPress 2022 | 619

Typography submenu
This topic describes the AppleScript scripts available through the Typography
submenu of the Scripts menu when Script XTensions software is installed.
● Use Baseline Grid +1pt to increase the size of the baseline grid (the space
between gridlines) by 1 point.
● Use Baseline Grid –1pt to decrease the size of the baseline grid (the space
between gridlines) by 1 point.
● Use Columns & Gutter Width to set the columns and gutter width (space
between columns) for a selected text box.
● Use Make Fractions to convert all instances of numbers on either side of a
slash (for example, ½) into formatted fractions.
● Use Set Textbox Insets to specify the text box inset values for each side of
the selected text box.

A Guide to QuarkXPress 2022 | 620

Preferences

Preferences let you control the default behavior of QuarkXPress.

Understanding preferences
The Preferences command (QuarkXPress/Edit > Preferences) displays the
Preferences dialog box. The Preferences dialog box contains several panes that
enable you to specify default settings for the various functions of the
application. To view a pane, click its name in the list on the left. There are three
types of preferences:
● Application preferences apply to the application and affect the way all
projects are handled.
● Project preferences affect all layouts in the active project. However, if you
change project preferences with no projects open, the new preferences
become the default settings for all new projects.
● Layout preferences affect only the active layout. However, if you change
layout preferences with no projects open, the new preferences become the
default settings for all new layouts.
Additional panes and options display in the Preferences submenu when certain
XTensions software is loaded.

Nonmatching Preferences alert

The Nonmatching Preferences alert displays when you open a project that was
last saved with kerning table information, tracking table information, or
hyphenation exceptions that are different from the settings contained in the
current preferences files. You have the option of using the settings in the project
or those in the preferences files.
● If you click Use XPress Preferences, the preference information that had
been saved with the project is ignored and all layouts are changed to the
preference settings in your preferences files. Text might reflow because of
different automatic kerning or tracking information or different hyphenation
exceptions. Changes you make to these settings while the project is active
are stored both in the project and in the preferences files. The advantage of
the Use XPress Preferences feature is that the project will be based on the
same kerning table information, tracking table information, and hyphenation
exceptions as your other projects.
● If you click Keep Project Settings, the project will retain the preferences
previously specified for each layout. Text will not reflow. Automatic kerning,
tracking, or hyphenation exception changes made while the project is active

A Guide to QuarkXPress 2022 | 621

 will be stored only with the project. The Keep Project Settings feature is
useful if you want to open and print a layout without running the risk of text
reflow.

Changes to QuarkXPress preferences

Changes to QuarkXPress preferences are handled in the following ways:
● If you make changes to application preferences in the Preferences dialog box
(QuarkXPress/Edit menu) with or without projects open, the changes are
saved in the preferences files and immediately affect all open projects and all
subsequently opened projects.
● If you make changes to XTensions Manager settings (Utilities menu) with or
without projects open, the changes are saved in the preferences files and
affect all projects after you relaunch QuarkXPress.
● If you make changes to PPD Manager settings (Utilities menu) with or
without projects open, the changes are saved in the preferences files and
immediately affect all open projects and all subsequently opened projects.
● If you make changes to layout preferences in the Preferences dialog box
(QuarkXPress/Edit menu) with a project open, the changes are saved only
with the active project.
● If you choose a different auxiliary dictionary with a project open, the change
is saved only with the active project.
● If you make changes to the kerning table information, tracking table
information, and hyphenation exceptions in a new project, these changes are
saved with the active project and in the preferences files.
If the Nonmatching Preferences alert displays when you open a project and you
click Use XPress Preferences, changes you make to the kerning table
information, tracking table information, and hyphenation exceptions will be
stored both in that project and in the preferences files.

What’s in the preferences files

The contents of the preferences files are as follows. The list is divided into three
groups according to how the various preferences are saved.

Group A
Group A contains the following information:
● Kerning tables (Edit > Kerning Pairs)
● Tracking tables (Edit > Font Tracking Tables)

A Guide to QuarkXPress 2022 | 622

● Hyphenation exceptions (Utilities > Hyphenation Exceptions)
Any changes you make to the settings in Group A while no projects are open are
stored in the preferences files and are used for all subsequently created
projects.
Any changes you make to the settings in Group A while no articles are open are
stored in the preferences files and are used for all subsequently created articles.
If the Nonmatching Preferences alert displays when you open a project and you
click Use XPress Preferences, subsequent changes you make to the settings in
Group A are saved to both the project and the preferences files. (The project’s
original Group A settings are discarded when you click Use XPress Preferences.)
If the Nonmatching Preferences alert displays when you open an article and you
click Use XPress Preferences, subsequent changes you make to the settings in
Group A are saved to both the article and the preferences files. (The article’s
original Group A settings are discarded when you click Use XPress Preferences.)
If the Nonmatching Preferences alert displays when you open a project, and you
click Keep Document Settings, subsequent changes you make to the settings in
Group A are saved only with the project.
If the Nonmatching Preferences alert displays when you open an article, and you
click Keep Document Settings, subsequent changes you make to the settings in
Group A are saved only with the article

Group B
Group B contains the following information:
● Default style sheets, colors, dashes and frames, lists, conditional styles,
hanging characters, bullet numbering and outline styles, footnote styles, text
shading styles, font sets, mojigumi sets, callout styles, grid styles, hyperlinks
and hyphenation and justification specifications (Edit menu)
● Settings in the Project panes of the Preferences dialog box
(QuarkXPress/Edit > Preferences)
● Path information for the default auxiliary dictionary: (Utilities > Check
Spelling > Auxiliary Dictionary)
Any changes you make to the settings in Group B while no projects are open are
stored in the preferences files and are used for all subsequently created
projects. Any changes you make to the settings in Group B while a project is
open are saved with that project only.
Any changes you make to the settings in Group B while no articles are open are
stored in the preferences files and are used for all subsequently created articles.
Any changes you make to the settings in Group B while an article is open are
saved with that article only.

A Guide to QuarkXPress 2022 | 623

Group C
Group C contains the following information:
● Output styles (Edit > Output Styles)
● Settings in the XTensions Manager dialog box.
● Settings in the PPD Manager dialog box (Utilities menu)
● Settings in the Application panes of the Preferences dialog box
(QuarkXPress/Edit > Preferences)
Any changes you make to the settings in Group C are always stored in the
preferences, whether or not a project is open.
Any changes you make to the settings in Group C are always stored in the
preferences, whether or not an article is open.

Application preferences

The controls in the Application panes of the Preferences dialog box

(QuarkXPress/Edit > Preferences) affect the way QuarkXPress works with all
projects, including how projects are displayed and saved. These settings are
saved with the application and are never saved with projects.

Preferences — Application — Display

Use the Display pane of the Preferences dialog box (QuarkXPress/Edit menu) to
specify how the pasteboard and other elements in the application appear on
screen for all projects.
Settings in the Pasteboard area include the following:
● Use the Pasteboard Width field to specify the width of the pasteboard on
either side of the page or spread in a Print layout. Pasteboard width is
measured as a percentage of the layout width.
● Use the Color control to specify a color for the pasteboard.
● To display the pasteboard of the active spread in a different color, check
Change Pasteboard Color to Indicate Active Spread and then choose a color
with the corresponding Color control.
● To display the pasteboard in a different color when you are in Trim View
mode (View > Trim View), check Trim View Pasteboard Color and then
choose a color with the corresponding Color control.

A Guide to QuarkXPress 2022 | 624

Settings in the Display area include the following:
● Check Opaque Text Box Editing to turn text boxes temporarily opaque while
you are editing them.
● (Windows only) Use the Display DPI Value field to adjust your monitor so that
it displays the best representation of your document on screen.
● Choose a profile that corresponds to your monitor from the Monitor Profile
drop-down menu, or choose Automatic. Profiles can be placed in the
“Profiles” folder in the QuarkXPress application folder. (For more information
about color management preferences, see “Preferences — Layout— Color
Manager.”)
● (Windows Only) Color Theme preference can be used to change the
QuarkXPress appearance.

Preferences — Application — Color Theme

 macOS only.
Use the Color Theme pane of the Preferences dialog box (QuarkXPress/Edit
menu) to specify a color theme for QuarkXPress.
Use the Color Theme drop-down menu to choose from the existing color themes
or click on the icon to duplicate an existing color theme.
Use the Color control to specify a color for each of the categories.

Color Theme pane of the Preferences dialog box

Preferences — Application — Key Shortcuts

You can add custom keyboard shortcuts on both Mac and Windows.
Use the Key Shortcuts pane of the Preferences dialog box (QuarkXPress/Edit
menu) to customize key shortcuts for QuarkXPress.

A Guide to QuarkXPress 2022 | 625

Use the Key Shortcut Sets drop-down menu to choose from the existing key
shortcuts sets or click on the icon to duplicate an existing set.
Choose All to display all key shortcuts, Menu to display only shortcuts related to
QuarkXPress menu items and Non-Menu to display all shortcuts not related to
menu items.

InDesign Shortcuts
QuarkXPress includes a new set of InDesign shortcuts that can be mapped to
corresponding features in QuarkXPress and is available in Preferences > Key
Shortcuts > Key Shortcuts Sets. These InDesign shortcuts are available in
English, German, and French. The user can also customize these shortcuts.

A Guide to QuarkXPress 2022 | 626

Preferences — Application — Input Settings
Use the Input Settings pane of the Preferences dialog box (QuarkXPress/Edit
menu) to customize scrolling and other “on-the-fly” actions.
● Use the Scrolling area to specify how quickly you can scroll through layouts
and how layouts update on screen. (Windows only) Check Live Scroll to
update the layout view as you drag the scroll boxes in layout window scroll
bars. To turn Live Scroll on and off while you are scrolling, press Alt as you
drag a scroll box.
● Use the Quotes and Dashes area to substitute straight quotes with Smart
Quotes and consecutive dashes with Smart Dashes. When the Smart Quotes
and Smart Dashes boxes are checked, as you are typing straight quotes will
be replaced by the chosen smart quotes preference and consecutive dash
will be replaced by the smart dash.
When importing text, if the Convert Quotes option is checked in the Import Text
dialog, the straight quotes and consecutive dashes will be replaced with the
chosen smart quotes and smart dashes. This substitution will not be dependent

A Guide to QuarkXPress 2022 | 627

on whether the Smart Quotes and Smart Dashes check boxes are checked in the
Preferences dialog.
Use the Double Quotes drop-down menu to choose a different smart double
quote to replace a straight double quote while typing text and while importing
text.
Use the Single Quotes drop-down menu to choose a different smart double
quote to replace a straight single quote while typing text and while importing
text.
● Hyphens and commas are the default separators for indicating sequential
and non-sequential ranges in the Pages field of the Print dialog box for a
Print layout. If you specified commas or hyphens as part of page numbers in
the Section dialog box (Page menu), you need to change the default
separators here. For example, if your page numbers are “A–1, A–2,” then you
cannot specify ranges in the Pages field using hyphens. To edit the
separators, enter new characters in the Sequential and Nonsequential fields.
● Mac OS X only: Use the Key Press Activates area to control what the Control
key does. Click Zoom to make the Control key temporarily invoke the Zoom
tool . Click Contextual Menu to make the Control key invoke a context
menu. (Control+Shift performs whichever function is not selected.)
● Windows only: Use the Delay Before Live Refresh Drag field to set the time
delay between clicking and dragging for live refresh. Live refresh shows any
runaround changes caused by the moving item in real time. If this option is
checked, you can activate live refresh by pressing the mouse button until the
resize handles disappear and then dragging the item.
● Check Drag and Drop Text to cut, copy, and paste text in a story with the
mouse rather than with menu or keyboard commands. On macOS, you can
temporarily turn on this feature by holding Control+Command before starting
a drag. To cut and paste, select the text, and then drag it to a new location.
To copy and paste, select the text; then press Shift while you drag it to a new
location.
● (Windows only) Check Show Tool Tips to display the names of tools or
palette icons when you place your pointer over them.
● Check Maintain Picture Box Attributes to make a picture box “remember” its
scaling and other attributes by default when you import a new picture into
the box.
● Check Maintain Picture Box Attributes to make a picture component
“remember” its scaling and other attributes by default when you import a
new picture into the component.

A Guide to QuarkXPress 2022 | 628

● (Windows only) To also allow OpenType fonts to be scanned when you click
Scan Printer in the Fonts pane of the Print dialog box (File menu), check
Enable OTF Printer Font Scan.

Preferences — Application — Font Fallback

Use the Font Fallback pane of the Preferences dialog box (QuarkXPress/Edit
menu) to control what happens when the application opens a project that uses
missing fonts.
Check Font Fallback to activate the Font Fallback feature. When this feature is
active, if the application encounters a character it cannot display in the current
font, it attempts to find a font that can display the character.
If the application encounters a missing font when opening a project, it uses the
preferences in this pane to determine which substitute fonts to use.

Font Fallback dialog

A Guide to QuarkXPress 2022 | 629

 If you add characters to an existing project and the font cannot support
those characters, the application searches the system for a font that can
display the characters.
Check Search to have the application search for a suitable font that is used in
the active story. To restrict the search to a particular range, check Last and then
enter a number in the Paragraphs field. To expand the search to the entire story
where a missing font occurs, check Active Story.
To indicate which fallback fonts should be used when no other font can be
found (taking the Search settings into account), choose an option in the Font
and Style column for each script/language listed in the Script/Lang column.
To indicate which font and style should be used for the slug line when a layout is
printed with registration marks turned on, choose an option from the Slug Line
Font drop-down menu.

Preferences - Application - Font Management

You can add/remove one or more font folders to search and replace missing
fonts.
You can choose to automatically activate missing fonts from the user-defined
font folders while opening a project file/importing a Word file/ importing an
Excel file/opening an IDML file, or converting to native objects.

Preferences — Application — Undo

 Windows only.
Use the Undo pane of the Preferences dialog box (QuarkXPress/Edit menu) to
control Multiple Undo options.
● Use the Redo Key drop-down menu to specify which keyboard command
invokes the Redo command.
● Use the Maximum History Actions field to specify the number of actions that
you can store in your undo history. The undo history can hold as many as
100 actions.

Preferences — Application — Open and Save

Use the Open and Save pane of the Preferences dialog box (QuarkXPress/Edit
menu) to customize how the application saves and performs backups.
● Check Auto Save to protect your work from system or power failure. When
this option is checked, the application automatically records changes to a
temporary file in your project folder after a specified time interval. Enter the
interval (in minutes) in the Every minutes field. You can specify a minimum
time interval of .25 minutes. When Auto Save is checked, the default setting

A Guide to QuarkXPress 2022 | 630

 is Every 5 minutes. The application does not overwrite the original file until
you manually save (File > Save). When you open the project after a system
interruption, the application displays an alert indicating that the project will
be restored to the last auto-saved version.
● Check Auto Backup and enter a value in the Keep revisions field to retain as
many as 100 revisions of a project. Each time you manually save (File >
Save), the application copies the previous manually saved version to the
Destination folder you specify. The default setting for Auto Backup is
unchecked. Click Project Folder to store revisions in the same folder with the
project. Click Other Folder and then click Browse to choose a different folder
for storing revisions. Consecutive numbers are added to the file name for
each backup. When the last revision is created (for example, 5 of 5), the
oldest revision in the folder is deleted. To retrieve a backup from the
destination folder, simply open the revision file.
● Check Save Layout Position if you want the application to automatically
remember the size, position, and proportions of your project window.
● In the Find/Change History section specify maximum number of
search/replace history instances. The maximum value is 20. The default
value is 10. If you set the value as 0, then no search/ replace history will be
saved.
● Check Save Article Position if you want the application to automatically
remember the size, position, and proportions of your article window.
● Under Non-Unicode Support, choose an option from the Encoding drop-
down menu to indicate how the application should display characters in
non-Unicode text.

Preferences — Application — XTensions Manager

Use the XTensions Manager pane of the Preferences dialog box
(QuarkXPress/Edit menu) to control when the XTensions Manager dialog box
displays.

Preferences — Application — Sharing

Use the Sharing pane of the Preferences dialog box (QuarkXPress/Edit menu) to
set the default options for new shared content. For information on the meaning
of these options, see “Sharing and synchronizing content.“
To always use the options specified in this pane when adding multiple items to
the shared content space, check Do not display dialog when sharing multiple
items.

A Guide to QuarkXPress 2022 | 631

Preferences — Application — Fonts
Use the Fonts pane of the Preferences dialog box (QuarkXPress/Edit menu) to
specify the following preferences.
In the Font Previews area, check Show in Font Menu to show each font name in
the corresponding font.
In the Recently Used Fonts area, specify the Number of Recently Used Fonts
that you want displayed in all font menus in QuarkXPress. The default number is
5, the maximum number you can specify is 20. The recently used fonts list will
be retained when you exit and restart QuarkXPress. To purge the recently used
fonts list, set this number to 0.
In the Font Mapping area:
● To suppress the display of the Missing Fonts dialog box, check Do Not
Display Missing Fonts Dialog. The radio buttons below this check box
determine what happens when you open a project that contains a missing
font for which you have not defined a replacement.
● To specify default replacement fonts, check Specify Default Replacement
Font and choose font and style options from the Roman and East Asian
drop-down menus.
● To highlight characters that are in a Traditional Chinese encoding’s
UDA/VDA (User Defined Area/Vendor Defined Area) range so that these
characters can be visually verified, check Highlight character ranges defined
by Traditional Chinese font vendors.

Preferences — Application — Text Highlighting

 Windows only.
Use the Text Highlighting pane of the Preferences dialog box (QuarkXPress/Edit
menu) to specify the following preferences.
In the Missing Font Background area:
● Use the Color control to specify a color.
● Use the Opacity control to specify an opacity value from 0% (transparent) to
100% (opaque).

Preferences — Application — East Asian

Use the East Asian pane of the Preferences dialog box (QuarkXPress/Edit menu)
to enable East Asian functionality.

A Guide to QuarkXPress 2022 | 632

Preferences — Application — Dynamic Guides Color
 On macOS set the Dynamic Guides color using the Color Theme pane of the
Preferences dialog box.
(Windows only) Use the Dynamic Guides Color pane of the Preferences dialog
box (QuarkXPress/Edit menu) to specify a color for each type of dynamic guide.
Use the Color control to specify a color for each of the following types of
Dynamic Guides:
● Dynamic Guides Center of Item
● Dynamic Guides Center of Page
● Dynamic Guides Edges of Item
● Dynamic Guides Equal Dimensions
● Dynamic Guides Equal Spacing

Preferences — Application — File List

 Windows only. On MAC OS X you inherit the OS level preferences.
Use the File List pane of the Preferences dialog box (QuarkXPress/Edit menu) to
customize the display of recently opened and saved files in the File menu:
● Use the Number of Recent Files to Display field to specify the number of
recently opened and saved files to display.
● Use the File List Location area to choose which menu displays the list of
recently opened files.
● Check Alphabetize Names to display the file list in alphabetical order.
● Check Show Full Path to display the location of the files.

Preferences — Application — Default Path

(Windows only) Use the Default Path pane of the Preferences dialog box
(QuarkXPress/Edit menu) to define a default location in the file system or on the
network for Open, Save/Save As, and Import commands.

Preferences — Application — Index

The Index pane enables you to customize the index marker color and
punctuation for built indexes.
To change the color of the index markers, click the Index Marker Color button.

A Guide to QuarkXPress 2022 | 633

Use the Separation Characters settings to control how your built index is
punctuated:
● Enter characters in the Following Entry field to specify the punctuation that
immediately follows each entry in an index.
● Enter characters in the Between Page #s field to specify the words or
punctuation that separate a list of page numbers in an index.
● Enter characters in the Between Page Range field to specify the words or
punctuation that separate a range of pages in an index.
● Enter characters in the Before Cross-Reference field to specify the words or
punctuation that precede a cross-reference (usually a period, semicolon, or
space).
● Use the Cross-Ref style drop-down list to select a character style sheet to
apply to your cross-references. This style sheet is applied only to “See,” “See
also,” or “See herein,” not to the entry or the reference.
● Enter characters in the Between Entries field to specify the words or
punctuation inserted between entries in a run-in index or at the end of a
paragraph in a nested index.

Preferences — Application — Job Jackets

Use the Job Jacket pane of the Preferences dialog box (QuarkXPress/Edit
menu) to specify preferences for automatic layout evaluation and to indicate a
default location for Job Jackets files.
Use the options in the Layout Evaluation area to control when QuarkXPress
automatically executes the File > Evaluate Layout command. For example, by
checking On Output, you can make sure that you always evaluate a layout before
you send it to output. The options are:
● At Open
● At Save
● At Output
● At Close
Use the options in the Location area to specify where Job Jackets files are
stored by default. To save Job Jackets files in the default location, click Use
Default Path for Shared Jackets. The default location is the “Documents” folder
on Mac OS X and the “My Documents” folder on Windows.

A Guide to QuarkXPress 2022 | 634

Preferences — Application — Notes
Use the Notes pane of the Preferences dialog box (QuarkXPress/Edit) to control
the way notes display.
In the Sticky Note Attributes area:
● Use the Font drop-down menu to choose a font family.
● Use the Font Style drop-down menu to choose a font style.
● Use the Size drop-down menu to specify a font size.
● Use the Color drop-down menu in the Background section to specify the
background color.

Preferences — Application — PDF

Use the PDF pane of the Preferences dialog box (QuarkXPress/Edit menu) to set
preferences for PDF export.
Use the options in the PDF Workflow area to determine how PDF files are
distilled:
● Click Direct to PDF to have QuarkXPress distill the PDF file.
● Click Create PostScript File for Later Distilling to export a PostScript file with
PDF marks. Using this option, you can later generate the PDF file using a
third-party PDF distilling application. If you check this option, you can also
check Use “Watched Folder” and specify the directory where PostScript files
should be placed (presumably for automatic processing by a PDF distilling
tool). If you do not check Use “Watched Folder,” you will be prompted for a
location for the PostScript file.
Mac OS X only: To increase the amount of virtual memory available for rendering
large PDF files during a PDF export operation, increase the value in the Virtual
Memory field.
Use the Default Name drop-down menu to choose a default name for exported
PDF files.
Check Log Errors to create a log of errors (if any) during the creation of PDF
files. When this option is checked, you can check Use Log Folder to specify
where to save the log file. If Use Log Folder is unchecked, the log file is created
in the same directory as the exported PDF file.

Preferences — Application — Redline

Use the Redline pane of the Preferences dialog box (QuarkXPress/Edit menu) to
specify the way inserted text and deleted text display.

A Guide to QuarkXPress 2022 | 635

Redline pane of Preferences dialog box
In the WYSIWYG View area:
● Use the Color control to specify a color.
● Use the Style drop-down to specify a style.

Preferences — Application — Spell-Check

Use the SpellCheck pane of the Preferences dialog box (QuarkXPress/Edit
menu) to set spell checking options.
In the Spell Check Exceptions area:
● To exclude words that include numbers from spell checking, check Ignore
words with numbers.
● To exclude e-mail addresses and URLs from spell checking, check Ignore
Internet and file addresses.
● To exclude capitalization and spacing checks for words set to German
languages — German, German (Swiss), German (Reformed), and German
(Swiss Reformed) — when spell checking, check Ignore capitalization for
German languages.
● To exclude capitalization and spacing checks for words set to non-German
languages when spell checking, check Ignore capitalization for non-German
languages.

A Guide to QuarkXPress 2022 | 636

Preferences — Application — Tables
Use the Tables pane of the Preferences dialog box (QuarkXPress/Edit menu) to
turn on and off the Allow Anchored Tables to Break Automatically functionality.

Preferences — Application — Fraction/Price

Use the Fraction/Price pane of the Preferences dialog box (QuarkXPress/Edit
menu) to format fractions and prices automatically.
● In the Numerator area, the Offset option positions the numerator in relation
to the baseline; the VScale option determines the height of the numerator as
a percentage of font size; the HScale option determines the width of the
numerator as a percentage of normal character width; and the Kern option
adjusts the spacing between the characters and the forward slash.
● In the Denominator area, the Offset option positions the denominator in
relation to the baseline; the VScale option determines the height of the
denominator as a percentage of font size; the HScale option determines the
width of the denominator as a percentage of normal character width; and the
Kern option adjusts the spacing between the characters and the forward
slash.
● In the Slash area, the Offset option positions the forward slash in relation to
the baseline; the VScale option determines the height of the forward slash as
a percentage of font size; the HScale option determines the width of the
forward slash as a percentage of normal character width; and the Kern
option adjusts the spacing between the characters and the forward slash.
Check Fraction Slash to retain type size when you choose Style > Type Style
> Make Fraction.
● In the Price area, the Underline cents option places an underline beneath the
cents characters and the Delete Radix option removes the decimal or comma
character from the price.

Project preferences
The Project panes in the Preferences dialog box (QuarkXPress/Edit >
Preferences) affect all layouts in the active project. However, if you change
project preferences with no projects open, the new preferences become the
default settings for all new projects.

Preferences — Project — General

Use the Project version of the General pane of the Preferences dialog box
(QuarkXPress/Edit menu) to specify default settings for auto picture import,
single layout mode, and OpenType kerning (for OpenType fonts).

A Guide to QuarkXPress 2022 | 637

Use the Auto Picture Import drop-down menu to control whether the application
automatically updates pictures that have been modified since you last opened a
layout.
● To enable the Auto Picture Import feature, choose On. When you open a
project, the application automatically re-imports modified pictures.
● To disable the Auto Picture Import feature, choose Off.
● To display an alert before the application imports modified pictures, choose
Verify.
Checking Single Layout Mode with no projects open will automatically check the
Single Layout Mode check box in the New Project dialog box.
Check Use OpenType Kerning to activate the default kerning values for
OpenType fonts. When OpenType kerning is active, it overrides any kerning
specified through Kerning Pairs (Edit menu) for OpenType fonts.
Check Allow OpenType Transformations on Mixed Color Text to allow the user to
apply OpenType transformations on mixed color text.
Check Synchronize All Cross References On Output to have QuarkXPress
automatically synchronize all cross references in the project when you output.
Check Retain Local Modifications To Cross References so that any local
modifications made to cross reference text will be maintained during
synchronization at output.
To disable OpenType kerning for full-width characters, check Do Not Kern Full
Width Characters.
 This option is only available for East Asian configuration.

Layout preferences
The Layout panes in the Preferences dialog (QuarkXPress/Edit > Preferences)
box affect the way certain QuarkXPress features work with documents,
including whether pages are inserted automatically when text overflows and
how colors trap.

Preferences — Layout — General

Use the Layout versions of the General pane of the Preferences dialog box
(QuarkXPress/Edit menu) to specify various default settings for page layout,
such as the snap distance for guides and the colors of hyperlinks and anchors.
In the Display area:
● When you check Greek Text Below and enter a value in the field, QuarkXPress
speeds screen redraw by “greeking” — displaying gray bars in place of text

A Guide to QuarkXPress 2022 | 638

 smaller than a specified size. Greeking does not affect printing or export.
Text greeking is affected by the viewing percentage.
● Check Greek Pictures to enable QuarkXPress to display imported pictures as
gray boxes. Selecting a box that contains a greeked picture displays the
picture normally. This option is unchecked by default.
Use the Hyperlinks area to choose the color for anchor icons and hyperlinks.
Both Hyperlink icon color and anchor icon color are available for print and digital
layout.
Use the Master Page Items area to control what happens to master items when
master pages are applied. New master pages are applied to layout pages
whenever you (1) drag and drop a master page icon from the master page area
in the Layout palette onto a layout page icon in the Layout palette (Window >
Page Layout); (2) delete a master page that is applied to layout pages using the
Layout palette; or (3) add, delete, or move an odd number of pages in a facing-
page layout.
● Click Keep Changes if you intend modified master items on your layout
pages to remain when a new master page is applied. The items that are kept
are no longer master items.
● Click Delete Changes if you want modified master items on your layout
pages to be deleted when a new master page is applied.
Use the Framing area to specify whether frames are placed inside or outside text
and picture boxes.
● When you click Inside, the distance between the text and the frame is
determined by the box’s Text Inset values (Defined in the Text Box tab of the
Measurements palette) When you place a frame inside a picture box, the
frame overlaps the picture.
● When you click Outside, the frame is placed outside the box, increasing the
box’s width and height. The frame cannot extend beyond a constraining box
or the pasteboard.
Check Allow Justification of CJK characters to enable justification settings for
East Asian text categories of EA Punct, Han, Kana/ Hangul/ ZhuYin specified in
H&J.
Use the Auto Page Insertion options to determine whether pages are inserted
automatically to contain text overflow from an automatic text box or a chain of
text boxes (on a page associated with a master page that contains an automatic
text box). The drop-down menu also enables you to determine where any pages
will be inserted.
Digital layouts only: Check OpenType support for Digital to enable OpenType
features for Digital layouts.

A Guide to QuarkXPress 2022 | 639

Preferences — Layout — Measurements
Use the Measurements pane of the Preferences dialog box (QuarkXPress/Edit
menu) to specify default measuring units for layout rulers and the
Measurements palette:
● Use the Horizontal and Vertical drop-down menus to specify the
measurement system for the rulers displayed along the top and left of the
layout window. Horizontal corresponds to the top ruler; Vertical corresponds
to the left ruler.
● Several other aspects of the user interface are affected by these two drop-
down menus, including the default X and Y coordinates in the Measurements
palette. QuarkXPress automatically converts font size, frame width, leading,
and line width to points, regardless of the measurement system you choose.
● Use the Points/Inch field to override the default value of 72 points per inch.
QuarkXPress uses the value here as the basis for all point and pica
measurements, as well as for all point- and pica-to-inch conversions. The
desktop publishing standard for points per inch is 72. However, the
traditional typographic standard used on most metal typographic rulers is
usually approximately 72.27 or 72.307 points per inch (range = 60 to 80 pt,
measurement system = points, smallest increment = .001).
● Use the Ciceros/cm field to specify a ciceros-to-centimeter conversion value
different from the standard 2.1967 (range = 2 to 3 c, measurement system =
ciceros, smallest increment = .001).
● Use the Item Coordinates buttons to specify whether the increments of the
horizontal ruler repeat from zero for each Page or are continuous across a
Spread. This setting determines the coordinates of items displayed in fields.
The default option is Page.
● Use the Measurement Units drop-down menu to set the default
measurement unit for new layouts.
For East Asian configuration, there are 2 units: Q and Points. Conversion is
based on 1 mm = 4 Q

Preferences — Layout — Paragraph

Use the Paragraph pane of the Preferences dialog box (QuarkXPress/Edit menu)
to control various paragraph-level settings.
Use the Auto Leading feature to automatically set line spacing. You can apply
this setting to a paragraph by entering “auto” or “0” in the Leading field(Defined
in the Home/Paragraph tabs of the Measurements palette). Unlike paragraphs
with absolute leading (identical line spacing above every line), paragraphs with
auto leading may include lines with different leading when fonts and font sizes
are mixed in the same paragraph.

A Guide to QuarkXPress 2022 | 640

Auto leading starts with a base amount of leading, which QuarkXPress
calculates by examining the ascent and descent values built into the fonts used
in an auto-leaded line and the line above it; however, the user-specified text size
plays the largest part in determining this base amount. Finally, a value specified
by the user in the Auto Leading field is added to the base amount to arrive at the
total amount of leading.
To specify percentage-based auto leading, enter a value from 0% to 100% in 1%
increments. This value determines the amount of leading between two lines of
text as follows: The largest font size in the line above is multiplied by the
percentage value. This outcome is added to the base amount of auto leading
between the two lines. Although the design of certain fonts complicates the
process, here is a simplified example: 10-point text styled consistently in a
“standard” font with Auto Leading set to 20% has 12 points of leading (10 pts +
[20% of 10] = 12 pts). To specify incremental auto leading, enter a value
preceded by a plus sign (+) or a minus sign (–) from –63 points to +63 points
using any measurement system. Entering “+5” will add 5 points of leading to the
base amount of auto leading; entering “+5 mm” will add 5 millimeters.
Use the Maintain Leading check box to control the placement of a line of text
that falls immediately below an obstruction in a column or box. If Maintain
Leading is checked, the line’s baseline is placed according to its applied leading
value. If Maintain Leading is unchecked, the ascent of the line will abut the
bottom of the obstruction or any applied runaround value.
In the Lock to Grid Based On area:
● Click Ascent and Descent to lock text to grid based on the ascenders and
descenders of characters.
● Click Font Size (Em Box) to lock text to grid based on the size of the em
boxes of the characters.
For each language in the Hyphenation list, use the Method drop-down menu in
the Hyphenation area to specify the method QuarkXPress uses to automatically
hyphenate paragraphs when no corresponding entry is found in your
Hyphenation Exceptions dictionary. The setting you choose affects only
paragraphs for which Auto Hyphenation (Edit > H&Js) is enabled:
● The Standard, Enhanced, Expanded, Extended and 3.3 Compatible options
are only available if any legacy project having any of these hyphenation
methods applied for any language is opened in QuarkXPress 2018. These
options are not available for new projects.
● Extended 2 uses the Dieckmann exception resources and algorithm for
hyphenation. It is the default method for projects created in QuarkXPress.
● Hunspell uses the Hunspell resources and algorithm for hyphenation. It is
the default method for Indic languages.

A Guide to QuarkXPress 2022 | 641

The strictness level feature is only supported by Dieckmann hyphenation
libraries (Extended 2 hyphenation method). In QuarkXPress 2017 and earlier,
some languages like US English and International English did not support
Dieckmann hyphenation libraries. From QuarkXPress 2018 onwards, all
languages have support for Dieckmann hyphenation libraries (Extended 2
hyphenation method). When opening a project created in QuarkXPress 2017 or
earlier, an informative icon will be displayed in the Edit Hyphenation &
Justification dialog indicating that the Strictness Level feature is only supported
for the Extended 2 hyphenation method. Users are required to enable the
Extended 2 hyphenation method in Preferences (Preferences > Paragraph >
Hyphenation Method) to enable applying Hyphenation strictness levels to a
legacy document.
XTension developer created hyphenation libraries will continue to be supported
for QuarkXPress.

Preferences — Layout — Character

Use the Sharing pane of the Preferences dialog box (QuarkXPress/Edit menu) to
set the default options for new shared content. Use the Character pane of the
Preferences dialog box (QuarkXPress/Edit menu) to specify how QuarkXPress
constructs typographic styles such as Superscript and Subscript:
● Use the Superscript area to control the placement and scale (size) of
superscript characters. The Offset value determines how far below the
baseline QuarkXPress places a superscript character. The Offset value is
measured as a percentage of font size. The default value is 33%. The VScale
value determines the vertical size of the character and is a percentage of
font size. The HScale value determines width and is a percentage of the
normal character width (as specified by the font designer). The default value
for both scales is 60% (range = 0 to 100%, measurement system =
percentage, smallest increment = .1).
● Use the Subscript area to control the placement and scale (size) of subscript
characters. The Offset value determines how far above the baseline
QuarkXPress places a subscript character. The Offset value is measured as a
percentage of font size. The default value is 33%. The VScale value
determines the vertical size of the character and is a percentage of font size.
The HScale value determines width and is a percentage of the normal
character width (as specified by the font designer). The default value for both
scales is 100% (range = 0 to 100%, measurement system = percentage,
smallest increment = .1).
● Use the Small Caps area to control the scale of characters with the Small
Caps type style applied to them. The VScale value determines the vertical
size of the character and is measured as a percentage of font size. The
HScale value determines width and is measured as a percentage of the

A Guide to QuarkXPress 2022 | 642

 normal character width (as specified by the font designer). The default value
for both scales is 75% (range = 0 to 100%, measurement system =
percentage, smallest increment = .1).
● Use the Superior area to control the scale of superior characters. The VScale
value determines the vertical size of the character and is measured as a
percentage of font size. The HScale value determines width and is measured
as a percentage of the normal character width (as specified by the font
designer). The default value for both scales is 60% (range = 0 to 100%,
measurement system = percentage, smallest increment = .1).
● Use the Ligatures area to use ligatures built into a font. A ligature is a
typographic convention in which certain characters are combined into a
single glyph. Most fonts contain ligatures for the characters “f” followed by
“I” and “f” followed by “l”. The Break Above field enables you to specify the
kerning or tracking value (measured in 1/200 em space increments) above
which characters will not be combined into ligatures. For example, a headline
with a large tracking value would probably not contain ligatures. The default
value is 1 (range = 0 to 10, measurement system = .005 [1/200] em space,
smallest increment = .001). To prevent the second two letters in “ffi” and “ffl”
(as in office and waffle) from being combined into ligatures, check Not “ffi”
or “ffl”. Three-character ligatures for these combinations, common in
traditional typesetting systems, are not standardized in fonts designed for
macOS, so some typographers prefer to keep all three letters separate rather
than combine only two of them. Note that many PostScript fonts do not have
“ffi” and “ffl” ligatures, but most OpenType fonts do. This option is
unchecked by default.
● Check Auto Kern Above to specify that QuarkXPress uses kerning tables,
which are built into most fonts, to control intercharacter spacing. The Auto
Kern Above field enables you to specify the point size above which automatic
kerning must be used. The Auto Kern Above feature also implements custom
tracking information specified in the Tracking Values dialog box for a
selected font (Edit > Font Tracking Table Edit). This option is checked by
default, with a 4-point threshold (range = 0 to 72 pt, measurement system =
various [“, pt, cm, etc.], smallest increment = .001).
● Check Standard Em Space to specify an em-space equivalent to the point
size of the text (for example, 24 pt text has a 24 pt em space). If Standard Em
Space is unchecked, QuarkXPress uses the width of the two zeros in the
current font as the em-space width. This option is checked by default. You
can insert an Em space in text by pressing Cmd+space/Ctrl+Shift+7.
● Use the Flex Space Width field to change the 50% default width of a flexible
space. To create a breaking flexible space, press
Option+Shift+space/Ctrl+Shift+5; to create a nonbreaking flexible space,
press Command+Option+Shift+space/Ctrl+Alt+Shift+5. The Flex Space
Width value is expressed as a percentage of the normal en space for a given

A Guide to QuarkXPress 2022 | 643

 font and font size (range = 0 to 400%, measurement system = percentage,
smallest increment = .1).
● Use the Accents for All Caps check box to specify whether to include accent
marks on accented characters with the All Caps type style applied. This
option is checked by default.
● Use the Space between CJK & R field to indicate how much space should
be included by default between a Chinese, Japanese, or Korean character
and an adjacent Roman character.

Preferences — Layout — Tools

Use the Tools panes of the Preferences dialog box (QuarkXPress/Edit menu) to
specify default characteristics for the Zoom tool and the Item tool , and to
set defaults for items created by item creation tools.

Windows only
● To configure Item tool options, select the Item tool and then click Modify.
Use the Shift + nudge Increment area to control by how many pixels the Item
tool nudges an item.
● To control the range and the increment of the view change for the Zoom tool
, select the Zoom tool and then click Modify.
● To configure dragging options for the Text Content and Picture Content tools,
select the combined content tool and then click Modify. Click Create Boxes
to create a new box when you drag with a content tool selected. Click Select
Boxes to select boxes when you drag with a content tool selected. To change
the default attributes for items created by one or more related item-creation
tools, select the tools and then click Modify.

Set and Restore Tool Preferences

On both Windows and macOS, you can set the default tool preferences for the
layout directly from the boxes. To set the tool preferences, set up a box the way
you want and then use Edit > Set Tool Preferences From Selected to push the
box’s attributes to the tool preferences. Use the Edit > Restore Tool Preferences
to Default to restore the tool preferences to the default settings. You can Set
Tool Preferences for Current layout or all New Layouts. Similarly, you can Reset
Tool Preferences for Current layout or all New Layouts.

Preferences — Layout — Guides and Grid

Use the Guides and Grid pane of the Preferences dialog box (QuarkXPress/Edit
menu) to specify various default settings for guides and design grids.

A Guide to QuarkXPress 2022 | 644

The Snap Distance field enables you to change the 6-pixel default distance at
which objects snap to page guides when Snap to Guides is chosen (View menu)
(range = 1 to 216, measurement system = pixels, smallest increment = 1).
In the Guides area:
● To specify default margin and guide colors, use the Margin Color and Guide
Color buttons.
● Click In Front of Content or Behind Content to specify whether ruler guides
and page guides are placed in front of or behind all items on a page.
In the Page Grid area:
● To control the minimum zoom value at which the master page grid and text
box grids become visible, enter a value in the Zoom Visibility field.
● Click In Front of Content or Behind Content to specify whether the master
page grid is placed in front of or behind all items on a page. If you click In
Front of Content, you can also specify whether the master page grid is in
front of or behind guides.

Preferences — Layout — Grid Cell Fill

Use the Grid Cell Fill pane of the Preferences dialog box (QuarkXPress/Edit
menu) to control how design grid cells are filled.
When you check Show Full Cell in the Display Settings tab (see “Design Grids —
Display Settings tab”) for a grid style or master page grid, you can designate one
of the cells in the sequence to be filled with the color that outlines other cells in
the grid. To designate the cell number and positioning in the sequence, use the
controls in the Grid Cell Fill pane in the Preferences dialog box
(QuarkXPress/Edit > Preferences):
● To specify which cells will be filled, check Increment Fill and enter a value in
the field. For example, to fill cells four, eight, and twelve, enter 4.
● To restart cell counting at the beginning of each line in a text box, click Start
of Line. To start cell counting from the beginning of the story and continue
counting regardless of line breaks, click Start of Story.

Preferences — Layout — Color Manager

Use the Color Manager panes of the Preferences dialog box (QuarkXPress/Edit
menu) to define colors so they display or output consistently across all devices.
In the Source Options area:
● Use the Source Setup drop-down menu to specify the source color space of
pictures and colors used in QuarkXPress.

A Guide to QuarkXPress 2022 | 645

● To enable the Profile Information command in the Window menu and the
Color Management tab in the Import Picture dialog box, check Enable access
to image profiles. This option allows you to view information about profiles.
Print layouts only: To specify how layouts display when you use the View > Proof
Output submenu, use the options in the Soft Proofing area:
● To specify a default proof output setup, choose an option from the Proof
Output drop-down menu.
● To specify a rendering intent for soft proofing, choose an option from the
Rendering Intent drop-down list. Perceptual scales all the colors in the
source gamut so that they all fit within the destination gamut. Relative
Colorimetric retains colors that are in both the source gamut and the
destination gamut. The only source colors that are changed are those that
are not within the destination gamut. Saturation considers the saturation of
source colors and changes them to colors with the same relative saturation
in the destination gamut. Absolute Colorimetric retains colors that are in
both the source gamut and the destination gamut. Colors that are outside
the destination gamut are adjusted in relation to how they would look when
printed on white paper. Defined by Sources uses the rendering intents
defined in source setup for all colors and images.
Print layouts only: In the Vector EPS/PDF Files area:
● To color manage vector content in imported EPS and PDF files, check Color
Manage Vector EPS/PDF. Note that this preference applies only to EPS and
PDF files imported after this box is checked.
● To color manage vector content in EPS and PDF files that have already been
imported in the active project, check Include Existing Vector EPS/PDF in
Layout.

Preferences — Layout — Bleed

The color of the bleed guide is customizable via the bleed tab under layout
preferences.

Preferences — Layout — Layers

Use the Layers pane of the Preferences dialog box (QuarkXPress/Edit menu) to
specify the settings used when a new layer is created.
● To make new layers visible by default, check Visible.
● To suppress the printout of new layers by default, check Suppress Output.
● To make new layers locked by default, check Locked.

A Guide to QuarkXPress 2022 | 646

● To maintain runaround on new layers so that text on visible layers flows
around items on hidden layers, click Keep Runaround.

A Guide to QuarkXPress 2022 | 647

Contacting Quark

The support portal allows you to log support tickets, track tickets, receive status
notifications, chat with a technical support representative, search the
Knowledge Base, and access product documentation.
With direct access to documentation across all Quark software - from
QuarkXPress and App Studio to Quark Enterprise Solutions - you can find
answers to your questions at your convenience. Our support team is also
available to help, either through our support portal, or via phone for our
maintenance contract customers.

With QuarkXPress Advantage, you not only get access to all upgrades and
updates, but also unlimited technical support during the life of your plan (12/
24/ 36 months).

In the Americas
For more details, please check out our support website support.quark.com

Outside the Americas

For countries outside the Americas, please visit the following sites to access
your support account:
Support Website
● France - http://support.quark.com/fr/support/home
● Germany - http://support.quark.com/de/support/home

Quark is the basis for content creation, automation and intelligence. Since 1981, the company has been a pioneer in
graphic design, digital publishing and content automation. Today, customers rely on Quark for closed-loop content
lifecycle management to deliver optimized content to meet their desired use cases – from digital magazines that
entertain to documents that demonstrate regulatory compliance. Headquartered in Grand Rapids, Mich., we serve more
than 100 enterprise customers and 50,000 users worldwide. Quark. Brilliant content that works. For more information,
visit www.quark.com.
© 2022 Quark Software, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective owners.
This content is informational and does not imply any guarantee or warranty.

A Guide to QuarkXPress 2022 | 648