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QuarkXPress 8 Essential Training

Adding bookmarks for interactive PDFs


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QuarkXPress 8 Essential Training

with Jay Nelson

Video: Adding bookmarks for interactive PDFs

If you are working on a layout in QuarkXPress and you want to export it in PDF format, and have that PDF file contain bookmarks that are hyperlinked to various places in the document you can use Quark's List feature to create those bookmarks. In another movie I covered the List feature in depth. So right now, let's just have quick look at how you make a list in QuarkXPress and export it as bookmarks in your PDF. Under the Window menu, let's open the Lists palette. You'll see that there is already a list created in this document. The items in the list are all paragraphs in my document that have had a specific style sheet assigned to them.
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  1. 5m 17s
    1. Welcome
      51s
    2. Using the exercise files
      54s
    3. What is QuarkXPress?
      3m 32s
  2. 39m 1s
    1. Getting started
      2m 26s
    2. Managing files in Quark
      9m 52s
    3. Exploring the QuarkXPress interface
      11m 22s
    4. Restoring, reverting, and undoing
      4m 9s
    5. Navigating your layout
      6m 45s
    6. Adding and moving pages
      4m 27s
  3. 51m 57s
    1. Understanding items and contents
      4m 54s
    2. Making boxes and lines
      6m 32s
    3. Putting text on a path
      8m 48s
    4. Moving and locking items
      1m 44s
    5. Resizing, reshaping, rotating, and flipping items
      2m 33s
    6. Duplicating items
      3m 25s
    7. Deleting items
      1m 49s
    8. Using the Bézier Pen tool
      4m 20s
    9. Converting text to boxes
      2m 4s
    10. Understanding relationships between items
      4m 53s
    11. Merging shapes
      2m 1s
    12. Setting item styles
      5m 13s
    13. Using Item Find/Change
      3m 41s
  4. 30m 55s
    1. Reviewing the Layers palette
      8m 12s
    2. Utilizing guides and rulers
      4m 16s
    3. Understanding Guide Manager Pro
      5m 24s
    4. Using frames, dashes, and stripes
      4m 57s
    5. Setting libraries
      5m 18s
    6. Appending settings
      2m 48s
  5. 39m 57s
    1. Building a new layout
      3m 40s
    2. Creating projects and layouts
      4m 48s
    3. Working with Master Pages
      2m 44s
    4. Creating automatic text boxes
      3m 15s
    5. Working with Master Pages and Layout Pages
      5m 15s
    6. Making pages
      6m 1s
    7. Modifying your pages
      2m 5s
    8. Using automatic page insertion
      2m 44s
    9. Using automatic page numbering and "continued"
      4m 45s
    10. Working with sections and page numbering
      3m 29s
    11. Building with multipage spreads
      1m 11s
  6. 25m 5s
    1. Navigating through a layout
      1m 49s
    2. Selecting text
      4m 41s
    3. Deleting text
      1m 4s
    4. Changing text case
      59s
    5. Importing text
      4m 39s
    6. Exporting text
      2m 52s
    7. Showing invisible characters
      2m 6s
    8. Using the Glyph panel
      4m 27s
    9. Working with ligatures
      2m 28s
  7. 10m 50s
    1. Finding and changing
      6m 3s
    2. Using Spell Check
      4m 47s
  8. 35m 27s
    1. Understanding basic character formatting
      4m 15s
    2. Setting color, shade, and transparency
      2m 36s
    3. Using horizontal and vertical scaling
      3m 55s
    4. Setting kerning and tracking
      7m 38s
    5. Inserting typographic special effects
      7m 53s
    6. Adjusting font preferences and open-type fonts
      5m 32s
    7. Finding a missing font
      3m 38s
  9. 29m 29s
    1. Applying basic paragraph formatting
      3m 10s
    2. Applying leading to paragraphs
      5m 7s
    3. Establishing paragraph rules
      3m 4s
    4. Setting tabs
      6m 14s
    5. Setting hyphenation and justification
      3m 41s
    6. Understanding widow and orphan control
      3m 54s
    7. Working with hanging characters
      4m 19s
  10. 27m 53s
    1. Linking items together
      3m 58s
    2. Learning about style sheets
      1m 52s
    3. Creating style sheets
      3m 57s
    4. Editing style sheets
      4m 24s
    5. Applying styles
      3m 40s
    6. Deleting styles
      2m 7s
    7. Appending styles
      3m 17s
    8. Using grids
      4m 38s
  11. 22m 55s
    1. Building tables
      3m 19s
    2. Importing Excel tables
      3m 13s
    3. Working with tables
      5m 25s
    4. Formatting tables
      2m 50s
    5. Splitting tables with headers and footers
      3m 19s
    6. Adding graphics
      2m 41s
    7. Converting a table to text or a group
      2m 8s
  12. 14m 34s
    1. Building books
      5m 20s
    2. Creating lists
      5m 2s
    3. Building an index
      4m 12s
  13. 23m 18s
    1. Importing pictures
      4m 50s
    2. Working with pictures
      2m 48s
    3. Mastering picture management
      3m 50s
    4. Editing and exporting pictures
      2m 48s
    5. Looking into preview quality and greeking images
      5m 18s
    6. Exporting a page as EPS
      3m 44s
  14. 12m 25s
    1. Working with Photoshop documents
      4m 44s
    2. Understanding the Style menu
      3m 3s
    3. Building picture effects
      4m 38s
  15. 10m 54s
    1. Working with text runaround
      7m 32s
    2. Setting anchored boxes
      3m 22s
  16. 32m 4s
    1. What You See and What You Get
      2m 42s
    2. Describing color
      3m 28s
    3. Specifying color
      7m 13s
    4. Creating color blends
      5m 15s
    5. Setting opacity
      4m 55s
    6. Using color from outside sources
      1m 55s
    7. Understanding color management and proofing
      6m 36s
  17. 15m 8s
    1. Synchronizing items
      3m 11s
    2. Building composition zones
      4m 8s
    3. Working in shared layouts
      2m 25s
    4. Understanding job jackets
      5m 24s
  18. 15m 21s
    1. Collecting for output and exporting
      1m 14s
    2. Adjusting basic printer settings
      3m 39s
    3. Reviewing advanced printer settings
      8m 44s
    4. Establishing print styles
      1m 44s
  19. 16m 10s
    1. Creating and exporting a PDF
      4m 4s
    2. Creating PDF output styles
      1m 44s
    3. Building hyperlinks in interactive PDFs
      4m 23s
    4. Adding bookmarks for interactive PDFs
      5m 59s
  20. 20m 58s
    1. Building a web page
      4m 12s
    2. Inserting hyperlinks in a document
      3m 18s
    3. Creating a form for HTML
      2m 54s
    4. Exporting and importing as HTML
      5m 20s
    5. Building Flash projects
      5m 14s
  21. 6m 15s
    1. Working with XTensions
      3m 2s
    2. Scripting in QuarkXPress 8
      3m 13s
  22. 13s
    1. Goodbye
      13s

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QuarkXPress 8 Essential Training
8h 6m Beginner Jul 29, 2009

Viewers: in countries Watching now:

QuarkXPress has always been the perfect tool for creating and publishing documents. In QuarkXPress 8 Essential Training, Jay Nelson—the publisher of Design Tools Monthly and a QuarkXPress expert—covers all the tools and features in this updated version of the program, from basic page layout to Flash integration and web page creation. Throughout this comprehensive training, Jay shows what's needed to produce professional-quality projects that integrate text, pictures, graphics, and tables. He also offers real-world page layout techniques that designers can apply to their own projects. Exercise files accompany the course.

Topics include:
  • Understanding the QuarkXPress interface
  • Building a new layout and working with master pages
  • Using long document features to streamline workflow
  • Building QuarkXPress 8 documents with Adobe and Microsoft files
  • Creating custom styles using typography and picture effects
  • Collaborating in real time with other users
  • Exporting finished projects to PDF, Flash, and the web
Subjects:
Design Page Layout
Software:
QuarkXPress
Author:
Jay Nelson

Adding bookmarks for interactive PDFs

If you are working on a layout in QuarkXPress and you want to export it in PDF format, and have that PDF file contain bookmarks that are hyperlinked to various places in the document you can use Quark's List feature to create those bookmarks. In another movie I covered the List feature in depth. So right now, let's just have quick look at how you make a list in QuarkXPress and export it as bookmarks in your PDF. Under the Window menu, let's open the Lists palette. You'll see that there is already a list created in this document. The items in the list are all paragraphs in my document that have had a specific style sheet assigned to them.

As you can see by the structure of this newsletter, there are department heads here and then there are headlines for each story. So when defining the list, I chose the Styles from this list here, included them over here, and gave it a Level. The Level indicates which ones are indented under which other ones. In this case, we have the department names at the first level, and the headlines from each story beneath them on the second level. Now to actually use a List, you need to create a text box in your layout somewhere that can contain it. So on the last page of this layout, you'll find a blank page with a text box on it.

Before you build your list, it's important to update it. That way any changes that happened in your editing process will be reflected in the new list. So I'll click the Update button and now we're sure that this list contains all of the items that are currently in the layout. When I click Build, they appear in this text box. Now, as long as this text box is still on a page in the layout and that page is exported along with the PDF, the items in the list can become bookmarks in the PDF. That's an important thing to remember, because if you build this text box and say put it off on the Pasteboard, or you don't include this page, when you export it to PDF, the bookmarks won't appear in the PDF.

I think this is a really limitation and I hope that Quark addresses this in a feature update. So now we have everything in a document necessary for Quark to generate bookmarks and even hyperlinks in the PDF that we're about to produce. If we go back to Page 1, we can see that there are some hyperlinks that are included in it. We created those hyperlinks in an earlier movie and now they're ready for exporting into our PDF. To include them into the PDF, we simply go to Export Layout as PDF either here or under the File menu, or by Ctrl- clicking anywhere on the page where there isn't an item and choosing Export Layout as PDF.

In the PDF Export dialog, we give the PDF a name, we choose which pages we want to include in it, and if we like, we can choose one of these PDF Styles for output. It's worth noting that the Print and Screen styles include the settings for outputting those hyperlinks and those bookmarks. Let me show you what I mean. If I select the PDF Style named Print and click on Options, it will show me what's built into that style. When I click on Hyperlinks, it shows me that these are all enabled. Now, if you're creating your own output style, or you don't want to use one at all, just be sure to go to the Hyperlinks area or the Options dialog and include the Hyperlinks.

You can include subsets of Hyperlinks if you like, and if you have more than one list in your document, you can choose which list to use as well. Down here you control the Appearance of those hyperlinks when they are in the PDF. You can make the Frame, Invisible or Visible. And when someone mouses over one of those links, you can either do nothing or Invert, Outline or Inset the item that has the hyperlink on it. Over here you can control the look of the frame if it's visible, and down here you can determine what's going to happen, when they click on hyperlink and wind up in a different page in the document.

It can either inherit the zoom level that they are currently at, or it can force the document to fit into the Window, when they get to that hyperlinked place, or it can fit the width or the length. I usually just leave all the defaults turned on and click OK. When I click Save, Quark is going to generate a PDF and put it where I told it to, and then when it's done I can go and have a look at that PDF. Notice that when I mouse over this URL here, my Cursor changes to a little hand. If I click on it, it'll launch my Browser and display that webpage.

The other hyperlink we created is down here. If I click on that, it takes me to Page 2, where we had set an anchor location. Now, about those Bookmarks. To see Bookmarks in Acrobat, we need to click on the Bookmarks tab and it shows the Bookmarks panel. And now I need to point out a significant limitation to the Bookmarks feature in QuarkXPress if you create documents that have stories that jump from page-to-page and there is more than one story on a page. See in this newsletter, this department ends here and then jumps to the next page.

Then there is a new department here, a new department here, and a new department here and they all jump to different pages in the document. The problem with Quark's implementation of building lists and exporting the bookmarks is that it simply follows the page from upper left corner to lower right corner, and then it does the same thing on the next page, and the next page. So instead of having all the tips and tricks listed under this department head Tips & Tricks, it has the first three on the page and then the rest of them are down at the bottom. That means in an Acrobat, you have to select them and drag them back into place.

It's annoying but that's just how it works. If you're not familiar with bookmarks in a PDF what they do is take you to another location in the document when you click on them. I clicked on this story here and so it showed this story here. I use these hyperlink and bookmark features in QuarkXPress every month when I produce design tools monthly. They provide helpful navigation tools to people reading the newsletter in PDF format and because I use Paragraph Styles consistently throughout my document, it doesn't take much work to generate those bookmarks. If you've got documents that you distribute in this way, I encourage you to give it a try.

You may be delighted that the response that you get from your readers. Just be sure that before you give them the PDF, you delete that final page, so that you don't have your bookmarks list showing for no reason.

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