Chapter 3
IN THIS CHAPTER
Creating boxes, lines, and arrows
Using the Bézier Pen tool
Formatting frames and lines
Flowing text along text paths
Converting text to outlines
Using ShapeMaker for shapes
Converting PDF, EPS, or Illustrator files to native QuarkXPress items
Converting objects from InDesign, Microsoft Office, and other apps to native QuarkXPress items
QuarkXPress calls the building blocks of a page — boxes and lines, for example —items. If an item has something inside it, such as text or a picture, QuarkXPress calls this material content. To create a layout, you usually draw a few text boxes and picture boxes, and then insert text and pictures into those boxes.
In this chapter, you find out how to create all the essential items that you can use in a layout in QuarkXPress. The chapter introduces you to working with the tools that enable you to create text boxes, picture boxes, lines, and tables, and text paths for your text. You also see how to go beyond the basic shapes by working with Bézier lines and shapes, converting live text to boxes (containers), making arrows, and using the powerful ShapeMaker to generate beautiful, complex shapes.
Plus, QuarkXPress has the unique capability to convert objects from other applications and manipulate them exactly as if they were created in QuarkXPress! You can copy and paste anything from Microsoft Word, Excel, PowerPoint, and other Office apps, or even entire pages from Adobe InDesign or Illustrator, and then use the powerful tools in QuarkXPress to customize those items to match your corporate brand. You can also convert a PDF file from any application into native QuarkXPress items — an unprecedented feature for a page layout application. In this chapter, you learn how to import content from all these places, with some tips for improving the process.
The basic types of items that comprise a layout in QuarkXPress are the following:
The tools for creating all these items are (not surprisingly) in the Tools palette, shown in Figure 3-1. (For an overview of all the palettes in QuarkXPress, see Chapter 2.) In fact, the principles of item and content are so basic to QuarkXPress that almost all the tools in the Tools palette are dedicated to making or adjusting items and their content. For example:
I tell you about the Picture Content tool in the upcoming section, and explain the Item, Text Content, and other tools in the Tools palette in this and other chapters as they become relevant to the tasks being explained.
FIGURE 3-1: Tools in the Tools palette.
Boxes in QuarkXPress can have any shape that you want to give them, and there are three kinds:
FIGURE 3-2: Three linked text boxes.
As you might guess, you use different tools to create different types of boxes, as follows:
FIGURE 3-3: The “no-content” tools.
That’s all there is to creating rectangular and oval boxes! In later sections, you learn to create boxes with infinite shapes, including how to convert text to shapes you can fill and distort.
The second most common shape in most layouts is a line. In QuarkXPress, you can format lines with an almost infinite variety of stripes, dashes, and dots, and if you apply an arrowhead to a line, you get an arrow. Read on to learn how to create and format lines and arrows.
The Tools palette contains four tools for creating lines: two for straight lines and two for curvy lines. I tell you how to create curvy lines later in this chapter, in the “Building Bézier boxes and lines” section, but you’re in the right place to find out how to create a straight line, which you do by using one of these two tools, shown in Figure 3-4:
FIGURE 3-4: The two straight-line tools.
Chances are, you’ll want to do more with your lines than simply plunk them down on your layout, so keep reading for more details about working with lines.
To change the line thickness, style, color, or transparency, or to change the line to an arrow, you can use either the Style menu or the controls in the Home (Mac) or Classic (Windows) tab of the Measurements palette, as shown in Figure 3-5. The following sections give you the details.
FIGURE 3-5: Change line attributes with these controls.
From the Measurements palette, you can change the line width in three ways:
FIGURE 3-6: The Line Width control.
QuarkXPress offers several time-tested line styles, and you can add new ones by choosing Edit ⇒ Dashes & Stripes. If you choose a dotted or dashed style, you can customize the color and opacity of the spaces between the dots or dashes (the “gap”) with the controls that appear at the right of the controls that you use to set the color and opacity of the solid dots or dashes, as shown in Figure 3-7.
FIGURE 3-7: The Line Style control.
To make an arrow, choose a style from the Line Arrowheads control shown in Figure 3-8. Note that some have tail feathers and others don’t, and the last one has an arrowhead at both ends!
FIGURE 3-8: The Line Arrowheads control.
When you want to create a box or line that’s more complex than a simple rectangle, oval, or starburst, you enter the realm of the Bézier path. (Pierre Bézier was an engineer at the French automaker Renault who patented and popularized a way to control smooth curves.) If you’ve used the Pen tool in Adobe Illustrator or Photoshop, you already understand Bézier paths. If not, read on — it takes some practice and a relaxed mind to grasp how to use Bézier tools, so don’t be surprised if you feel a little frustrated at first.
A Bézier shape (or path) consists of line segments, points, and curve handles. Line segments connect at points. Handles are attached to the points and control the shape of the line segments going into and out of the points. Figure 3-9 shows an example of a Bézier path and shape.
FIGURE 3-9: A Bézier path (left) and Bézier shape (right), with curve handles attached to the point connecting two line segments.
Here’s a breakdown of the terms used to describe the various parts of a Bézier shape:
FIGURE 3-10: A corner point (left), smooth point (center), and symmetrical point (right).
To draw a Bézier box, follow these steps
Click to create additional points and line segments.
To create a straight line and corner point, click without dragging. To create a curved line segment and smooth point, click and drag where you want the next point positioned. A point with two curve handles appears, and you can control the curve's shape by dragging a curve handle. To create a point that connects a curve to a straight segment, press Option (Mac) or Alt (Windows) while dragging a smooth point. This creates a curved segment and corner point.
To complete the box, close the path by positioning the mouse pointer over the beginning of the path; then click when the pointer changes to the Close Box pointer.
The Close Box pointer looks like a pen nib with a tiny diamond at its bottom right, as shown in Figure 3-11.
FIGURE 3-11: The Close Box pointer.
Each Pen tool (see Figure 3-12) has a different purpose. Here’s what each one does:
FIGURE 3-12: The Bézier Pen tools.
If you can’t get the hang of using the Pen tools, try the Freehand Drawing tool, which creates a smooth curve as you drag your mouse around the page. If you finish a drawing by ending on the beginning point, the drawing becomes a box; otherwise it remains a line. To automatically close a freehand drawing with a straight-line segment, press Option (Mac) or Alt (Windows) before you release the mouse button.
QuarkXPress gives you several different ways to edit the shape of a Bézier shape, including choosing one of the standard QuarkXPress shapes from the Item menu and using the Select Point tool or Bézier Pen tool in the Tools palette. I describe these three techniques in the next sections.
To change the shape to a standard rectangle, oval, or line, choose Item ⇒ Shape and choose the desired shape from the Shape menu.
To select curves or points so that you can move or delete them, use the Select Point tool, shown in Figure 3-12. Shift-click to select multiple points. Hold down Option (Mac) or Alt (Windows) and click a point to make it symmetrical.
Now that you’re all hot about making and editing Bézier shapes, here’s a trick to converting an existing box or line so that you can reshape it with the Pen tools: With the item selected, choose Item ⇒ Shape. If your item is a box, choose the shape from the Shape submenu that looks like a painter’s palette. If your item is a line, choose the curvy line. After that, you can use any of the Pen tools to reshape your item to infinity and beyond.
In QuarkXPress, a frame is a decorative border that you can place around any kind of box. Frames and lines have the same choices for style, width, color, and opacity — the only difference is where you access them:
Use the controls in Figure 3-13 to specify style, width, color, and opacity. If the frame or line style contains gaps, you can also specify gap color and opacity.
FIGURE 3-13: Frame (top) and line (bottom) style controls.
When you want a string of text to follow a line or a shape, you add that text to a text path. You can adjust the following: how text rides the path; the attributes of the text (font, color, size and so forth); and the attributes of the path.
To add text to a line or path, double-click the line or path with the Text Content tool. Then either begin typing or paste in any text you previously copied to the Clipboard. You can format the text using any of the controls in the Measurements palette.
To control the starting point of the text, use the usual text formatting techniques such as left indent, tabs, or spaces.
To control how the text rides the path, select the path and then use the controls in either the Text Box tab of the Measurements palette (Mac) or the Text Path tab of the Measurements palette (Windows). Using the controls shown in Figure 3-14, you can make the text bend along the path in four different ways, flip it to the other side of the path (good for running text inside the path), and control where the text sits vertically on the path.
FIGURE 3-14: The Text on a Path controls in the Text Box tab of the Measurements palette.
The text formatting controls in the Measurements palette are fantastic, but there are some effects you can’t create on live text, such as filling text with a picture or a color blend (gradient), or reshaping the outline of an individual character. To achieve these effects, you need to convert the text to Bézier boxes, which you can easily do by following these steps:
After your text is converted to Bézier boxes, you can treat them exactly like other boxes: Fill them with pictures or color blends, use the Pen tools to reshape them, and so on.
If you’ve absorbed the many techniques in this chapter for creating and editing the shape of boxes, you may be thinking “This is all very complicated if all I want is a triangle, a rectangle with just two rounded corners, or a spiral-shaped text path.” And you would be absolutely correct! That’s why QuarkXPress includes ShapeMaker, which automatically creates complex geometrical boxes and lines for you.
ShapeMaker’s many controls are beyond the scope of this book, but they are explained completely in A Guide to QuarkXPress 2016 at (http://www.quark.com/Support/Documentation/QuarkXPress/2016.aspx
). However, to get you started, this chapter covers the basics.
To launch ShapeMaker, choose Utilities ⇒ ShapeMaker. The dialog box shown in Figure 3-15 appears.
FIGURE 3-15: The ShapeMaker dialog box.
The tabs at the top of the ShapeMaker dialog box let you switch to the different shape-making options (waves, polygons, spirals, and rectangles) as well as a Presets tab for creating and managing preprogrammed shapes that you commonly make. You can start with these preset shapes and modify as you like. The shape preview in each tab is live, and as you make changes to the controls, the shape reflects those changes.
The bottom area of the dialog box is the same on all the tabs and contains these controls:
As mentioned previously, the ShapeMaker dialog box provides tabs for creating waves, polygons, spirals, and rectangles. On the Waves tab, you create boxes with wavy sides by choosing from drop-down menus how you want the top, bottom, left, and right sides of the box to appear. The buttons to the right of the drop-down menus let you reset or apply shapes to various combinations of sides.
Figure 3-16 shows the Waves tab in the ShapeMaker dialog box.
FIGURE 3-16: The ShapeMaker Waves tab dialog box.
The Polygons tab lets you create boxes with multiple straight sides, as shown in Figure 3-17. The settings on this tab require you to choose what type of polygon you want (polygon, star, polygram, spirogram, golden rectangle, and double square) and then set parameters for that shape. The Golden Rectangle shape is particularly useful when you want to create a rectangle based on the golden mean. Even if you don’t know what a golden mean is, it’s fun to play around with the options in the Polygons tab!
FIGURE 3-17: The ShapeMaker Polygons tab dialog box.
The Spirals tab lets you create spiral lines, as shown in Figure 3-18. Among the options in the Type drop-down menu are Archimedes (for a uniform distance between arms) and Golden, which you can use to create your own snail or nautilus shell. To make the resulting spiral be a path you can add text to, choose Text Path from the Item menu.
FIGURE 3-18: The ShapeMaker Spirals tab dialog box.
The Rectangles tab lets you create rectangular boxes with customized corners, as show in Figure 3-19. The drop-down menu lets you choose a corner type (Normal, Rounded, Beveled, Concave, Pointed, or Inset) and a diameter for the corner effect. If you want to create a rectangle that has fewer than four rounded corners, use ShapeMaker — it’s far easier than trying to draw one with the Pen tool or trying to combine shapes with the Item ⇒ Merge Or Split Paths menu item.
FIGURE 3-19: The ShapeMaker Rectangles tab dialog box.
The Presets tab lets you save and manage combinations of settings you want to use again later, as shown in Figure 3-20 below. To create and use your own preset, first make all the changes you want to save in each of the tabbed areas. (Your preset will store all the settings in all the tabs.) Then you can do the following:
FIGURE 3-20: The ShapeMaker Presets tab dialog box.
Here’s one of the most exciting developments in QuarkXPress: If you already have a document in PDF, EPS, or Adobe Illustrator format, QuarkXPress 2016 can convert all its objects to native QuarkXPress items for you in just a few seconds. You can then work with those items just as you can with any other items in QuarkXPress. To convert entire files from another format into QuarkXPress items, follow these steps:
Navigate to the file you want to import and click Open; and if the file is a multipage PDF, choose the page you want to import.
QuarkXPress creates a new picture box containing the file.
In the Convert to Native Objects dialog box, select the Retain Source Picture Box check box if you want to keep the original picture box as well as make a converted copy.
QuarkXPress converts the pictures, text, shapes, and lines in that file to native QuarkXPress items. If some of the items overlap in unexpected ways, try deselecting the other two options in that dialog box (Ignore Soft Masks and Ignore Transparent Blend Modes) and then convert again.
To edit individual items, choose Item ⇒ Ungroup.
If you have many items, you may need to repeat the Item ⇒ Ungroup command, or choose Item ⇒ Ungroup All to ungroup all groups within groups.
You don’t have to convert an entire document. If you import the file into a QuarkXPress picture box and crop it, only the area showing in the box is converted. (See Chapter 13 to learn all about importing and cropping pictures.)
I can’t overstate the usefulness of this capability. Designers often work with charts, graphs, and PowerPoint slides that almost never use the correct colors or fonts for a company’s brand. Conveniently, when you convert these items to native items in QuarkXPress 2016, their colors are added to the Colors palette, where you can replace them all at one time with your brand-approved colors. The text in these graphics is also converted to native QuarkXPress text, so you can easily format it to match the brand by using style sheets.
After they’ve been converted, vector graphics become native QuarkXPress items and Adobe Illustrator paths become QuarkXPress paths with the exact same Bézier anchor points as in Illustrator. You can then use the Bézier (pen) tools in QuarkXPress to adjust them. (See “Building Bézier Boxes and Lines,” earlier in this chapter, to learn about using Beziér paths.)
Here’s a time-saving use for these conversions: Publications almost always receive advertisements in PDF format, and after they’re converted to native QuarkXPress items, the publication can update prices, dates, and colors inside the ad. That capability has never existed in a page layout program before.
Also, publishers who import charts or maps now have a unique trick available to use. After converting to native QuarkXPress items, you can resize the chart or map without changing the size of the text within it. The Scale feature (choose Item ⇒ Scale to use it) in QuarkXPress lets you choose which attributes to scale, as described in Chapter 4.
Product labels and packaging are another good candidate for conversion. Many packaging designers use Adobe Illustrator and provide art to their clients in native Illustrator or PDF format. But if you’re more comfortable in QuarkXPress, you can convert the art to native QuarkXPress items and easily update them. (Plus, the onscreen preview in QuarkXPress is much more clear and accurate than Illustrator’s!)
To convert your QuarkXPress layout back to Adobe Illustrator, export it in PDF format (File ⇒ Export ⇒ Layout as PDF) and then open the PDF in Illustrator. However, do this only if absolutely necessary, because Illustrator won’t recognize your QuarkXPress layers, and many items will break into smaller parts, making editing very difficult.
Open the PDF in Acrobat and find where Acrobat lets you extract multiple pages as separate PDF files.
The location is different in each version of Acrobat, so look for the area containing the Pages tools and then look for Extract.
After extracting all the pages as separate PDFs, rename the first nine so that the number in their filename has a 0 before it (for example, change 1 to 01, 2 to 02, and so on).
That way the pages are imported in the correct order.
FIGURE 3-21: The ImageGrid dialog box.
You can copy objects from many other applications and paste them into QuarkXPress as native QuarkXPress items, including Adobe InDesign, Illustrator, CorelDRAW, Affinity Designer, Word, Excel, PowerPoint, and Apple Pages. And yes, you can successfully convert an entire InDesign page to QuarkXPress. Here’s how:
Copy the items in their original application.
Copying the items places them on your computer’s clipboard.
Switch to QuarkXPress and choose Edit ⇒ Paste as Native Objects (or right-click and choose Paste as Native Objects).
QuarkXPress converts the pictures, text, shapes, and lines in that file to native QuarkXPress items. If some of the items overlap in unexpected ways, try deselecting the two options in that dialog box (Ignore Soft Masks and Ignore Transparent Blend Modes) and then convert again.
The original objects are converted to a group of QuarkXPress items.
To edit individual items, choose Item ⇒ Ungroup.
If you have many items, you may need to repeat Item ⇒ Ungroup, or choose Item ⇒ Ungroup All to ungroup all groups within groups.
This capability to convert objects from other applications opens a whole new world of graphic possibilities. For the first time, you can use the Smart Art tools in Microsoft Office applications to create flowcharts and then fine-tune them in QuarkXPress. Same for charts and graphs in Illustrator, CorelDraw, or Microsoft Office. This capability could fundamentally change the relationship between corporate chart producers and page layout artists, because now a page layout artist can customize the charts created elsewhere without having to master the goofy appearance tools in Microsoft products.