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Credits This User Guide, and the software described in it, is furnished under an end user License Agreement, which is included with the product. The agreement specifies the permitted and prohibited uses. Trademarks Serif is a registered trademark of Serif (Europe) Ltd. PagePlus is a registered trademark of Serif (Europe) Ltd. All Serif product names are trademarks of Serif (Europe) Ltd. Microsoft, Windows, and the Windows logo are registered trademarks of Microsoft Corporation.
Extensible Metadata Platform (XMP) Copyright © 2006 Adobe Systems Incorporated. All rights reserved. ICC Colour Profiles © 2006 Adobe Systems Incorporated. All rights reserved. PANTONE® Colours displayed in the software application or in the user documentation may not match PANTONE-identified standards. Consult current PANTONE Colour Publications for accurate colour. PANTONE® and other Pantone, Inc. trademarks are the property of Pantone, Inc. ©Pantone, Inc., 2001 Pantone, Inc.
Contents Contents 1. Welcome ............................................................ 1 Welcome! .................................................................................. 3 Key features .............................................................................. 4 New features ........................................................................... 11 Installation ............................................................................... 14 2. Getting Started .......................
Contents Copying, pasting, and replicating objects.................................67 Snapping..................................................................................69 Creating groups .......................................................................71 Moving objects .........................................................................72 Resizing objects .......................................................................72 Ordering objects............................................
Contents Spell-checking....................................................................... 155 Automatic proofreading ......................................................... 156 Creating text-based tables .................................................... 157 Inserting a calendar............................................................... 159 Inserting database tables ...................................................... 163 Creating a table of contents .........................................
Contents 8. Printing your Publication ................................ 243 Printing basics........................................................................245 Interactive Print Preview ........................................................247 9. Publishing and Sharing ................................. 253 Exporting PDF files ................................................................255 Creating a PDF bookmark list ................................................256 Creating a PDF slideshow.
1 Welcome
2 Welcome
Welcome 3 Welcome! Welcome to PagePlus X5, the award-winning Desktop Publishing (DTP) solution from Serif. PagePlus is the easiest way to get superior publishing results, whether on your desktop or via professional printing. It's simple for anyone to create, publish and share their designs as outstanding printed documents, stunning PDFs, PDF slideshows, stylish websites and eye-catching emails.
4 Welcome Key features Before you get started with PagePlus, we recommend you take the opportunity to familiarize yourself with PagePlus key features and capabilities.
Welcome 5 • Mail & Photo Merge With Mail and Photo Merge, read data from just about any source: tables from HTML web pages, database files, even live ODBC servers! Print to labels and letters equally. • Tables and Calendars Choose from a range of preset formats or design your own table. Use the convenient Table context toolbar to sort data, format cells, and choose from a wide range of functions for spreadsheet calculations.
6 Welcome • Quick-and-easy Image Cutouts Image Cutout Studio makes light work of cutting out your placed pictures, directly in PagePlus. Use brushes to discard uniform backgrounds (sky, walls, etc.) or keep subjects of interest (people, objects, etc.). • A versatile Metafile Format Import and Export Serif Metafiles (.SMF), a proprietary image format with improvements to the Windows Metafile format (WMF).
Welcome 7 • Transparency Add transparency to your backgrounds, text frames, tables, shapes and text to achieve a truly professional look. As with colour fills, you can apply solid, gradient, and bitmap transparencies—even create bitmap transparencies from your own image collection. • Filter Effects Apply eye-catching Filter Effects to make your images and text really stand out.
8 Welcome Text • Import text power! Add word processing content to any text frame—Word 2007 (and earlier versions), Open Office, Rich Text Format, PagePlus's WritePlus, and many more text formats. • Text Frames Compose story text in text frames then easily position, rotate or size the frame to suit; connected frames host the same story text and can be filled automatically by AutoFlow or manual text fitting.
Welcome 9 • Frame and Artistic Text Create text with stunning transparency effects, gradient/bitmap (photo) fills, 2D/3D effects and more. Use designer artistic text for high impact headlines and powerful design elements—artistic text scales, flips, and can follow a drawn path, while frame text flows and line wraps.
10 Welcome • PDF Slideshows Create attention-grabbing PDF slideshows with stylish page and layer transitions—even add sound and video clips! Share with friends, family, and colleagues. • ICC Colour Profiling Set up ICC (International Color Consortium) profiles for your monitor, printer and scanner, and be confident that your printed colours will closely match their appearance on-screen.
Welcome 11 New features Creative • Gradient and Bitmap Fills and Transparency on Outlines (see p. 234) Get even more creative with your object outlines! Apply linear, elliptical, conical, and bitmap fills and transparency around shapes and text frames for eye-catching design. • Colour Scheme Designer (p. 229) Create your own schemes from colour spreads based on accepted colour theory (Monochromatic, Complementary, Triadic, and more).
12 Welcome Printing and Publishing • Interactive Print Preview with print-time imposition (see p. 247) Try out the exciting new Print Preview, packed with both preview and imposition options—create books, booklets, thumbnails, and tiled print output all without prior page setup. Step&Repeat and Nup options are also available. • Easier than ever Printing! (see p.
Welcome 13 • Mixed Page Orientations (see p. 36) Add landscape pages to your portrait-oriented publication, and vice versa. Useful for presenting your wide tables and charts on landscape pages. • Improved Colour Management (see PagePlus Help) Manage colour for multiple images with different embedded ICC profiles—allow or ignore image colour conversion to the document's working space. RGB and CMYK images display correctly to screen and print.
14 Welcome Installation System Requirements Minimum: • Windows-based PC with DVD drive and mouse • Microsoft Windows® XP (32 bit), Windows® Vista, or Windows® 7 operating system • 512MB RAM • 656MB free hard disk space • 1024 x 600 monitor resolution (Use of Large Fonts may require a higher resolution) Additional disk resources and memory are required when editing large and/or complex documents.
Welcome 15 First-time install To install PagePlus X5 simply insert the PagePlus X5 Program DVD into your DVD drive. The AutoRun feature automatically starts the Setup process. Just answer the on-screen questions to install the program. Re-install To re-install the software or to change the installation at a later date, select Settings/Control Panel from the Windows Start menu and then click on the Add/Remove Programs icon.
16 Welcome
2 Getting Started
18 Getting Started
Getting Started 19 Startup Wizard On program launch, the Startup Wizard is displayed which offers different routes into PagePlus: • Start New Publication, to open a blank page to work on. • Use Design Template, to create an instant document from a predesigned template. • Import PDF, to create a publication from an existing PDF. • Get More, to access a range of free resources and design templates (purchasable). • Open, to access recently opened publications.
20 Getting Started As you select different profiles from the menu, your workspace will preview each tab layout in turn. The Startup Wizard is displayed by default when you launch PagePlus. If you don’t want to use the Startup Wizard again, check the "Don't show this wizard again" box. You can switch it on again via the Use startup wizard check box in Tools>Options... (use Options>General menu option). You can also access the Startup Wizard at any time from New>New from Startup Wizard... on the File menu.
Getting Started 21 Templates also help ensure continuity between your pages by preserving such elements as page layout, contents, styles, and colour palettes. They also offer quality pictures that you can use royalty free. Instead of a design template, you can adopt a Theme Layout instead; layouts offer picture placeholders instead of actual pictures. Different physical document types (Brochure, Business Card, Flyer, Forms, Letterheads, Newsletter, etc.) can be created from a categorized theme (e.g.
22 Getting Started To create a publication from a design template: 1. Open PagePlus, or choose New... from the File menu and select New from Startup Wizard.... 2. Click Use Design Template to display the Choose a Design Template dialog. 3. In the tree menu on the left, select a publication category, e.g. Brochures. 4. Navigate the main window's categories and sub-categories using the Expand and Collapse buttons, then click a chosen document type's thumbnail. 5.
Getting Started 23 To create a publication from a themed layout: 1. From the dialog's Templates list, select Theme Layouts, then choose a theme layout category and then a theme name from the list. 2. The adjacent pane updates to show document types for that selected theme. Select a thumbnail.
24 Getting Started 3. In the upper-right corner of the dialog, choose a document colour scheme on which to base your publication from the drop-down list (the first three schemes are designed specifically for the chosen themed layout). As each theme layout is colour schemed, you can swap the underlying scheme, and the publication's appearance, for another scheme at any time! 4.
Getting Started 25 3. From the list on the left, select a document type and then examine the samples on the right. Click the sample that is the closest match to the document you want to create. - or You can define a custom publication by clicking Custom Page Setup.... 4. Click OK to open a new publication with a blank page. At start up, if you click (or press Escape) from the Startup Wizard, PagePlus opens a blank document using default page properties.
26 Getting Started If your publication hasn't been opened recently, click to navigate to it. Browse... Recently viewed files also appear at the bottom of the File menu. Simply select the file name to open it. To open existing publications from within PagePlus: Open on the Standard toolbar. 1. Click 2. In the Open dialog, select the folder and file name(s). For multiple publications, Shift-click to select adjacent multiple files or Ctrl-click to select non-adjacent files. 3. Click the Open button.
Getting Started 27 Working with more than one publication If you have multiple publications open at the same time it's easy to jump between them using different methods. Click on an open publication's tab on the Publications toolbar at the top of the workspace to make it active (e.g., p456). Alternatively, you can select the name of a currently open publication from the Window menu. Unsaved publications are indicated by an asterisk; the currently active publication is shown with a tick.
28 Getting Started Closing publications To close the current publication: • On the active publication's Publication tab, click the Close button. - or Choose Close from the File menu. - or If the publication is in a cascaded/tiled window, click the window's Close button. - or If it's the only window open for the publication, the command closes the publication and you'll be prompted to save changes.
Getting Started 29 Updating and saving defaults Object defaults are the stored property settings PagePlus applies to newly created objects such as: • lines and shapes (line and fill colour, shade, pattern, transparency, etc.) • frames (margins, columns, etc.) • text (i.e., font, size, colour, alignment, etc.). Defaults are saved separately for artistic, shape, frame and table text.
30 Getting Started To view and change default text properties: 1. Choose Text Style Palette... from the Format menu. 2. Click Default Text, then from the expanded list of text types, choose an option (e.g., Artistic Text). 3. Click Modify... to view current settings for the selected text type. 4. Use the Text Style dialog to alter character, paragraph, or other properties. To save all current defaults as global settings: 1. Choose Save Defaults from the Tools menu. 2.
3 Working with Pages
32 Working with Pages
Working with Pages 33 Setting up a publication A publication's page size and orientation settings are fundamental to your layout, and are defined when the new publication is first created, either using a design template or as a New Publication choice via File>New... and the Startup Wizard. If the Startup Wizard is turned off, or you cancel the setup dialog, a new publication is created to a default page size. To adjust size/orientation of the current publication: Page Setup from the Pages context toolbar.
34 Working with Pages printer is currently chosen in the Print dialog. On the Pages context toolbar, these page sizes are indicated by the suffix "(From printer)" in the Paper size drop-down menu. Once you've set up your publication, you can optionally include repeated page elements on every page by creating master pages (p. 38). Creating custom publication sizes If the pre-defined options are not what you're looking for, you can customize any publication type to suit your requirements.
Working with Pages 35 You never set the size of your small publication, instead you control the layout and gap size within the set publication size. Large As for Small. Tile Overlap controls the how much printed pages overlap when output to standard printers. Folded Select a folding method from the list, then choose Width/Height for your publication size.
36 Working with Pages Uniform and mixed page orientations If you've changed your mind about the page orientation chosen at page setup, you can change the page orientation uniformly across your publication at any time. PagePlus also lets you create a publication possessing a mixture of portrait and landscape page orientations. Changing a page's portrait orientation to landscape is especially useful when presenting a wide table, calendar, bar chart, or other graph.
Working with Pages 37 You can also change the orientation of master pages using the equivalent Change page orientation on the Pages tab's Master Pages window. This feature is only applicable for publications using standard page sizes (e.g., A4, A5, Letter, etc.) For multi-page spreads, it's not possible to rotate an individual page within that spread.
38 Working with Pages To add master pages: For master pages, the above procedure applies but within the Master Pages window. To delete a single page/master page: 1. On the Pages tab, select the page (or master page) to delete on the appropriate window by clicking its thumbnail. 2. Click the Remove button. To rearrange pages: • On the Pages tab, in the lower Pages window, drag a page thumbnail to a new location in the page sequence.
Working with Pages 39 Master pages are available in every publication, but in a simple publication you may not need to use any master pages—or you may need only one master page. Facing pages and multiple master pages prove valuable with longer, more complex publications. If you're starting with a design template you may encounter one or more master pages incorporated with the design.
40 Working with Pages To assign a master page: 1. From the expanded Master Pages window in the Pages tab, drag a master page onto a target standard page in the lower window. - or – 1. From the Layers tab, right-click a master layer and choose Set Master Page.... 2. Select the page and the master page to be assigned to it. Click Show Master Page Identifiers to indicate the master page (A, B, C, etc.) used on the currently selected page(s).
Working with Pages 41 Assigning multiple master pages Just like a regular page, the master page can have its own set of layers associated with it, completely unique from the regular page! From the Layers tab, you'll see a master layer (e.g., Master Layer 1 [A]) as a separate entry. You can insert master layers from other master pages to assign additional master pages to your page. For an introduction to the concept of layers, see Working with layers on p. 47.
42 Working with Pages An easy method for navigating from the selected master page to a last visited page is the Return to feature. To jump to a page from a master page: 1. Select the master page in the Pages tab. 2. In the Layers tab, right-click any layer and choose Return to 'x of y', where x is the last visited page and y is the total number of pages. The last visited page is displayed.
Working with Pages 43 To edit the master page object: 1. On your standard page, select the master page object, to reveal the control bar. 2. Click editing. Edit on Master Page. The master page is displayed for On occasion, you may want to make a master page object on your page independent from its master page. These objects can become editable by being promoted from the master page to the standard page, with the original master page object being replaced by a freely editable copy.
44 Working with Pages To reattach object: 1. On your standard page, select the promoted object, to reveal the control bar under the object. 2. Click Revert to Master Page. Viewing pages Most of the PagePlus display is taken up by a page or "artwork" area and a surrounding "pasteboard" area. In PagePlus, the Page area (A) is where you put page layout guides, and of course the text, shapes, and pictures that you want to print.
Working with Pages 45 PagePlus makes it easy to see exactly what you're working on—from a wide view of multiple pages to a close-up view of a small region. For example, you can use the scroll bars at the right and bottom of the main window to move the page and pasteboard with respect to the main window. If you're using a wheel mouse, you can scroll vertically by rotating the wheel, or horizontally by Shiftscrolling.
46 Working with Pages Switching view modes You can switch between different view modes, which offer single or multiple pages to view: • Normal view, which displays one page at a time. • Multi-page view, used for inspecting long documents, displays a number of pages according to a configurable page array (e.g., a 3x1 grid). In Normal and Multi-page view, the pasteboard is shared by all pages.
Working with Pages 47 Navigating pages To switch between pages: • Click the Previous Page, Next Page, Last Page button on the Hintline. - or - First Page or Click in the Current Page box (e.g., ) and type the page number you want to jump to. - or On the Studio's Pages tab, double-click the page's thumbnail for the page (or master page) you want to view. The lower Pages window of the tab displays normal pages, while the expandable Master Pages window shows only master pages.
48 Working with Pages If you frequently use the pasteboard, you'll notice pasteboard objects show under a special Pasteboard layer. This layer automatically disappears when you clear objects off the pasteboard. A useful feature of the Layers tab is that you can see objects (and grouped objects) under the layer on which they were created. By expanding the layer by clicking , these objects are displayed—with a click, they can be selected on the page.
Working with Pages 49 In order to create new objects on a particular layer, you'll need to select the layer. To select a particular layer: • Click a layer name. The layer entry then possesses a dark blue background. The Master Layer entries work slightly differently to other layers. They indicate firstly that a master page and its layers are being used on the page, but also show the actual master page being used (MasterA is represented by the letter A on the layer entry).
50 Working with Pages To delete a layer: • In the Layers tab, select the layer's name and click Selected Layers. Delete You can also move layers, as well as merge, preview, or view only layers. (See PagePlus Help for more details.) Layer names and properties The Layers tab lets you rename layers and set a variety of properties for one or more layers. To rename the layer: 1. In the Layers tab, click on the layer's name. 2.
Working with Pages 51 Double-click a layer or click Layer properties to change selection handle colour and extend settings to layers with the same name. See Layers tab in PagePlus Help. Copying layers and objects When you add a new page or master page to the publication, you can specify whether to copy the layers, objects, and/or the master page from a particular source page. See Adding, removing, and rearranging pages on p. 37.
52 Working with Pages To move an object to a specific layer: • Drag the object to a new position in the layer stack. - or Select the object and choose Send to Layer from the Arrange menu (or the right-click Arrange submenu), then select the destination layer from the submenu. Objects are given default names when they are created (e.g., Text Frame, Picture), but can be renamed to make them more easy identify them from other layer objects.
Working with Pages 53 You also have the option of setting up row and column guides as an underlying layout aid. PagePlus represents rows and columns on the page area with dashed blue guide lines. Unlike the dashed grey frame margins and columns, row and column guides don't control where frame text flows. Rather, they serve as visual aids that help you match the frame layout to the desired column layout.
54 Working with Pages • In the Margin Guides section, you can set the left, right, top, and bottom page margins individually, or click the From Printer button to derive the page margin settings from the current printer settings. The dialog also provides options for Balanced margins (left matching right, top matching bottom) or for Mirrored margins on facing pages where the "left" margin setting becomes the "inside," and the "right" margin becomes the "outside.
Working with Pages 55 Guides are by default "sticky" so that stuck objects can be dragged around the page by their ruler guide—a great way to move previously aligned objects in bulk and simultaneously. • To create a ruler guide, click on a ruler, hold down your mouse button, then drag onto your page. A ruler guide line appears parallel to the ruler (Alt-drag to create the guide at 90 degrees to the ruler). • To move a guide, drag it.
56 Working with Pages Ruler units To select the basic measurement unit used by the rulers: • Right-click the from the flyout. Ruler Intersection and set the measurement unit In Paper Publishing mode, the default unit is inches (US) or centimetres (international); in Web Publishing mode, only pixels can be used. Adjusting rulers By default, the horizontal ruler lies along the top of the PagePlus window and the vertical ruler along the left edge.
Working with Pages 57 To move the rulers: • With the Shift key down, drag the tab marker on the ruler intersection. The zero point remains unchanged. • Double-click on the ruler intersection to make the rulers and zero point jump to the top left-hand corner of the currently selected object. This comes in handy for measuring page objects. To restore the original ruler position and zero point: • Double-click the tab marker on the ruler intersection.
58 Working with Pages Using the dot grid The dot grid is a matrix of dots based on ruler units, covering the page and pasteboard areas. Like ruler guides, it's handy for both visual alignment and snapping. • To turn the dot grid on or off, click Dot Grid on the View menu. You can also set the grid spacing, style, colour, and positioning in the dialog (see PagePlus Help).
Working with Pages 59 Using page numbering Page number fields automatically display the current page number. Typically, these fields are added automatically to the master page (so they appear on every page) with the Header and Footers Wizard, but you can insert a page number field anywhere in your text.
60 Working with Pages For simple publications, it's likely that the same page format is used (e.g., Arabic numerals throughout). However, for more complex publications, different formats can be used for different page ranges, with each page range belonging to its own publication section. To create mixed page number formats: 1. On the Format menu, choose Page Number Format.... 2. From the dialog's Section list box, select the page range within which you want to create a new number format. 3.
4 Working with Objects
62 Working with Objects
Working with Objects 63 Selecting an object Before you can change any object, you need to select it using one of a choice of tools. The tools share a common Selection Tools flyout on the Tools toolbar. Pointer Tool Click to use the Pointer Tool to select, move, copy, resize or rotate objects. Lasso Tool Click to use the Lasso Tool to draw a freeform region under which any objects will become selected. Rotate Tool Click to use the Rotate Tool to rotate an object around a rotation origin (normally centred).
64 Working with Objects To select an object: • Click on the "glowing" object using one of the tools shown above. The above example shows an unselected and selected object (showing Move and Group buttons). If objects overlap, click on the overlapping area until the "hidden" object is selected. For more precise object selection, you can draw an irregular-shaped lasso around one or more objects in a complex design. To select an object with the Lasso Tool: Lasso Tool. 1. Select the 2.
Working with Objects 3. 65 Release the mouse button. All of the objects within the lasso region are selected. If attempting to lasso an object within a group, remember to ungroup the objects first. To avoid picking up an object under your cursor, keep the Shift key pressed as you draw the lasso. If you prefer to keep the Pointer Tool selected, you can lasso objects as described above with the Alt key pressed.
66 Working with Objects Selecting multiple objects Selecting more than one object at a time (creating a multiple selection) lets you: • Position or resize all the objects at the same time. • Create a group object from the multiple selection, which can then be treated as a single object, with the option of restoring the individual objects later. See Creating groups on p. 71. To create a multiple selection: • Drag a "marquee" box around the objects you want to select.
Working with Objects • 67 Display the Layers tab, choose the layer name and right-click to Select Objects. Copying, pasting, and replicating objects Besides using the Windows Clipboard to copy and paste objects, you can duplicate objects easily using drag-and-drop, and replicate multiple copies of any object in precise formations. You can also transfer the formatting of one object to another, with the option of selecting specific attributes to be included when formatting is pasted.
68 Working with Objects Replicating objects Duplicating an object means making just one copy at a time. The Replicate command lets you create multiple copies in a single step, with precise control over how the copies are arranged, either as a linear series or a grid. You can include one or more transformations to produce an interesting array of rotated and/or resized objects. It's great for repeating backgrounds, or for perfectlyaligned montages of an image or object. To replicate an object: 1.
Working with Objects 69 The result is a multiple selection. Click its Group button if you want to keep the separate objects linked for additional manipulations. Pasting an object's formatting Once you have copied an object to the Clipboard, you can use Paste Format (Edit menu) to apply its formatting attributes to another object.
70 Working with Objects Tools>Options offers the full set of snapping options for the user. You can also control Snapping Distance, i.e. the distance at which an object will start to snap to a dot, guide, etc. For precise ruler guide placement, check Ruler Marks in Tools>Options to snap guides to ruler marks.
Working with Objects 71 To snap to page centres as well, you must additionally check Page centre in Tools>Options>Layout>Snapping. Creating groups You can easily turn a multiple selection into a group object. When objects are grouped, you can position, resize, or rotate the objects all at the same time. To create a group from a multiple selection: • Click the Group Objects button. To ungroup: • Click the Ungroup Objects button. The group turns back to a multiple selection.
72 Working with Objects Simply clicking on any member of a group selects the group object. In general, any operation you carry out on a selected group affects each member of the group. However, the objects that comprise a group are intact, and you can also select and edit an individual object within a group. To select an individual object within a group: • Ctrl-click the object. Moving objects To move an object (including a multiple selection): • Drag the selected object by using its Move button.
Working with Objects 73 To resize an object (in general): 1. Select the object. 2. Click one of the selection handles and drag it to a new position while holding down the left mouse button. Dragging from an edge handle resizes in one dimension, by moving that edge. Dragging from a corner handle resizes in two dimensions, by moving two edges. Text in frames and tables doesn't change size when the container object is resized.
74 Working with Objects For pictures, dimensions are constrained on dragging a corner handle. Use Shift-drag to resize a picture freely. Ordering objects Each new page or master page consists of a single layer; a page with a master page also shows the master page's Master Layer. One layer may be enough to accommodate the elements of a particular layout, but you can create additional layers as needed.
Working with Objects 75 Alignment or distribution can occur between the endmost objects on your page (current selection), page margins, page edge. For example, with multiple selected objects, aligning to Top, aligns all objects to the topmost edge of the highest object; align to Bottom aligns all objects to the topmost edge of the highest object. Alignment to last selected object lets you choose a specific object in a multiple selection from which to align other objects.
76 Working with Objects To align/distribute objects to page margins, edges, or across page spreads: • Select from the Relative to drop-down menu to align the selected object(s) within the page Margins, Page edges, or Spread (for facing pages) then choose an align or distribute button described above.
Working with Objects 77 Exporting Serif Metafiles PagePlus lets you export pictures in Serif Metafile Format (SMF). This proprietary format, an improvement on the Windows Metafile Format (WMF) due to improved text, line and fill handling, is especially useful for interworking between Serif products, i.e. you may want to utilize PagePlus objects in another Serif application to save time and effort.
78 Working with Objects The Pointer Tool can also be used to rotate objects in the same way (with the cursor). To undo rotation (then restore the original orientation): • Double-click the object. • To restore the rotated position, double-click again. To change the rotation origin: Rotate Tool and click to select the object. 1. Select the 2. Move the rotation origin away from its original position in the centre of the object to any position on the page.
Working with Objects 79 To flip an object horizontally/vertically: • Select the object and choose Flip Horizontal or Flip Vertical from the Arrange menu. Cropping and combining objects Cropping means masking (hiding) parts of an object, for example to improve composition or create a special effect. The underlying object remains intact. Two types of cropping are possible—square cropping or irregular cropping.
80 Working with Objects To crop using the object's original outline: Square Crop Tool on the 1. Select the object, then select the Attributes toolbar's Crop flyout. 2. For a vector object (shape, line, etc.), drag one of its edge or corner handles inward for unconstrained cropping; press the Shift key while dragging for constrained cropping (aspect ratio is maintained). For pictures (above), the crop operation is constrained by default.
Working with Objects 81 To uncrop (restore full visibility): • Click the flyout. Remove Crop button on the Attributes toolbar's Crop Cropping one shape to another The Crop to Shape command works with exactly two objects selected. Either or both of these may be a group object. The lower object (the one behind the other) gets clipped to the outline of the upper object, leaving a shape equivalent to the overlapping region. To crop one shape to another: 1.
82 Working with Objects Combining lines and shapes Combining curves is a way of creating a composite object from two or more lines or drawn shapes. As with cropping to a shape, the object in front clips the object(s) behind, in this case leaving one or more "holes" where the component objects overlapped. As with grouping, you can apply formatting (such as line or fill) to the combined object and continue to edit individual nodes and segments with the Pointer Tool.
Working with Objects 83 Adding anchors to objects Anchors can be added to objects to allow hyperlinks and cross-references to link directly to a specific location rather than to the whole page. This is especially useful if you're referring to a page object such as an image or table, or to selected artistic or frame text. Named anchors can optionally be included as PDF bookmarks.
84 Working with Objects 4. From the next dialog, you can either leave or delete all bookmarks or hyperlinks to the anchor independently of each other. Click Yes or No as appropriate. Anchoring objects to text If you're working with text frames you'll probably want to add supporting shapes, pictures, tables, or even nested text frames within your publication's text (artistic or frame text).
Working with Objects 85 • Position inline as character. The anchored object is placed as a character in the text and aligned in relation to the text that surrounds it. The anchored object flows with the text as before. • Detach from text. The anchored object is disconnected from its anchor point, leaving a normal unanchored object.
86 Working with Objects 3. (Optional) Set an Offset X by or Offset Y by to further offset the object horizontally or vertically from the Horizontal and Vertical position in absolute units (centimetres or inches). Alternatively, check Relative to offset by a percentage of the object size. Check Mirror facing pages if you're using facing pages and you want the object to automatically mirror its position in relation to anchoring text moved onto a new page. 4.
Working with Objects 87 4. (Optional) Check Scale to to scale the object to a percentage of the adjacent text point size. This keeps the same relative size if the text size changes. 100% will scale precisely to current point size. 5. (Optional) Check Use these settings when pasting to update floating and inline anchor defaults. Any subsequent object pasting will adopt the anchor settings saved when the option was checked. 6. Click OK.
88 Working with Objects Joining object outlines PagePlus includes some powerful tools to carve new shapes out of old overlapping shapes. With add, subtract, intersect, or exclude commands you actually produce a permanent new object (with a new outline) out of any selected objects. The joined object can be further edited by adjusting nodes in the new shape. To join outlines: 1. Select objects. 2. Select an outlines option from the Arrange toolbar.
Working with Objects 89 Intersect Retains the overlap and discards the rest. Exclude Merges two or more objects into a composite object, with a clear transparent "hole" where their filled regions overlap. Applying a mesh warp envelope Mesh warping lets you apply a preset warp envelope to your PagePlus object or bitmap (below), then optionally modify a flexible grid of points and lines that you can drag to deform or distort an object and (optionally) its fill.
90 Working with Objects The object deforms accordingly and a simple mesh outline appears around the object, with a node at each corner or around its outline. 2. You can use the Mesh Warp context toolbar to: • Disable Warp temporarily. • Choose a different Preset Warp. • Specify with Warp Fills whether or not the warp effect extends to the object's gradient or bitmap fill or the bitmap's pixels.
Working with Objects 91 Adding borders A border is a repeating, decorative element that can be set to enclose objects, such as text frames, pictures, and tables. PagePlus comes with an impressive range of categorized picture-based border styles for you to use. However, if you'd like to create your own custom borders you can import a border design as a picture, and save it for future use.
92 Working with Objects 3. Select a border Weight (width) for your border. You may need to experiment to find a width that complements the size of your object. 4. To apply the border to specific edges of the object, use the Edge dropdown menu. You can switch edges on and off to make multiple combinations. 5. 6. Set other options as needed: • Select a border Type. Tile repeats the edge design, Stretch simply stretches the design; Single scales the original picture to fit the object.
Working with Objects 93 Use the Import... button to base your borders on your own bordered picture design. Once you've optimized the design of your new border, you might like to save it for future use. The border is stored globally so you can make use of it in other publications. To save your custom border: 1. Click Save as.... 2. From the dialog, select a subcategory (e.g. Fun, Fabric, etc.) from the drop-down list; alternatively, enter a new custom subcategory name in the box. Click OK. 3.
94 Working with Objects To add a logo: Insert Logo from the Tools toolbar's Logo flyout. 1. Select 2. From the dialog, scroll the left-hand pane and select a suitable design thumbnail; choose the blank layout in the Blank category to start from scratch. 3. Select a logo from the left-hand pane, then pick from a choice of designs from the right-hand pane (if a choice is available); some designs allow customization of text. 4.
Working with Objects 95 To edit an existing logo: 1. Click the button on the control bar under the selected logo. LogoStudio is launched with your object(s) zoomed in to fit your workspace. 2. Using standard PagePlus tools and tabs, customize your logo design. 3. Click Close LogoStudio from LogoStudio's main toolbar to exit. The modified logo is updated in its original position.
96 Working with Objects When dragging a flash design onto the page, three varieties of flash may be encountered—those without text, with text, and those with optional layouts. To add a flash: 1. From the Gallery tab, select the Flashes category. 2. Scroll the lower pane to preview flash subcategories; collapse unwanted subcategories by clicking the button next to the subcategory name (click to expand). Select a suitable flash thumbnail from the pane. 3. Drag your chosen design to the page. 4.
Working with Objects • 5. 97 For colour: To apply the publication's current colour scheme to your design, uncheck Apply colour set. Alternatively, keep Apply colour set checked and pick a colour set option from the drop-down list. Click OK. If you're looking to further customize your flash design (or use existing page objects) you can use LogoStudio. See Adding logos on p. 93.
98 Working with Objects
5 Working with Text
100 Working with Text
Working with Text 101 Importing text from a file Importing text from a word-processor file is the traditional way to create text content for Desktop Publishing layouts (but you can also create a story using WritePlus). If you use your current word processor to create the text file for your publication, you can import any number of files into one publication.
102 Working with Text 4. Check the Retain Format box to retain the source file's formatting styles. Uncheck the box to discard this information. In either case, PagePlus will preserve basic character properties like italic, bold, and underline, and paragraph properties like alignment (left, centre, right). 5.
Working with Text 103 Frames can be linked so that a single story continues from one frame to another. But text frames can just as easily stand alone. Thus in any publication, you can create text in a single frame, spread a story over several frames, and/or include many independent frame sequences. By placing text frames anywhere, in any order, you can build up newspaper or newsletter style publications with a story flowing from one column to another (below) or even across pages.
104 1 Working with Text Columns Export as text Line attributes Solid fill and line colour Gradient and bitmap fill Transparency 1 Borders 1 Warp 1 2D/3D Filter Effects 1 Instant 3D 1 If applied, will export frame as a graphic (Web Publishing mode only). Creating text frames You add frames to a page as you would any other object.
Working with Text • 105 For QuickShapes, type directly onto the QuickShape to automatically create a shaped frame (text is automatically centred vertically and horizontally). Useful for creating objects for diagrams! To delete a frame: • Select the frame—click its edge until a solid border appears—and then press the Delete key. You can select, move, and resize text frames just like other objects. (See p. 63, 72, and 72, respectively.
106 Working with Text Frame setup and layout The frame layout controls how text will flow in the frame. The frame can contain multiple columns. When a frame is selected, its column margins appear as dashed grey guide lines if set in Frame Setup. Note that unlike the page margin and row/column guides, which serve as layout guides for placing page elements, the frame column guides actually determine how text flows within each frame. Text won't flow outside the column margins.
Working with Text 107 The illustration above shows how the cursor will change when hovering over the selected bounding box (1), after dragging inwards the column margin can be adjusted (2), and after dragging downwards, the top margin blind can be moved (3). To edit frame properties using a dialog: Frame Setup on the Frame context 1. Select the frame and click toolbar. 2.
108 Working with Text On text overflow, the frame's AutoFlow button can be used to create new frames for the overflowed text. To control how the frame text is spread throughout available frames, you can use Fit Text, Enlarge Text, or Shrink Text. These options scale a story's text size. See Fitting text to the frames on p. 108. Fitting text to frames Fitting story text precisely into a sequence of frames is part of the art of laying out publications.
Working with Text 109 Each frame's story text can adopt its own individual autofit setting as follows: The AutoFit Options flyout offers three autofit options which continuously act upon a selected frame's story text. No Autofit This is the normal mode of operation where, if selected, text won't automatically scale throughout the selected text frame, possibly leaving partly empty frames at the end of the frame sequence.
110 Working with Text To AutoFlow story text on the page: • Click the AutoFlow button just to the left of the frame's Link button. If no other empty frames are detected, you'll be prompted to autoflow text into a new frame(s) the same size as the original or to new frame(s) sized to the page. If an empty frame exists anywhere in your publication, PagePlus will flow text into that instead, before commencing with autoflow.
Working with Text 111 When frames are created by the AutoFlow option (for example when importing text), they are automatically linked in sequence. To create a link or reorder the links between existing frames, you can use the Link button under the frame (or the controls on the Frame context toolbar). Remember to watch the cursor, which changes to indicate these operations. • You can link to frames already containing text or are already in a link sequence.
112 Working with Text To navigate from frame to frame: • Click in the text at the end of a text frame, then use your down arrow keyboard key to jump to the next frame. Using artistic text Artistic text is standalone text you type directly onto a page. Especially useful for headlines, pull quotes, and other special-purpose text, it's easily formatted with the standard text tools. Here are some similarities between frame text and artistic text.
Working with Text 113 And some differences... • You can initially "draw" artistic text at a desired point size, and drag it to adjust the size later. Frame text reflows in its frame upon frame resize (but doesn't alter its text size). • Artistic text can be applied to a path but frame text cannot. • Artistic text won't automatically line wrap like frame text.
114 Working with Text • To resize freely, hold down the Shift key while dragging. To edit artistic text: • Drag to select a range of text, creating a blue selection. You can also double-click to select a word, or triple-click to select all text. Now you can type new text, apply character and paragraph formatting, edit the text in WritePlus, apply proofing options, and so on.
Working with Text 115 The resulting object has all the properties of artistic text, plus its path is a Bézier curve that you can edit with the Pointer Tool as easily as any other line! In addition, text on a path is editable in some unique ways, as described below. To apply a preset curved path to text: 1. Create an artistic text object. 2. With the text selected, on the Text context toolbar, click the Path Text flyout and choose a preset path. The text now flows along the specified path, e.g.
116 Working with Text 4. Begin typing at the insertion point. Text flows along the line, which has been converted to a path. To fit existing text to an existing line or shape: 1. Create an artistic text object. 2. Create a freehand, straight, or curved line or a shape. 3. Select both objects. On the Tools menu, choose Fit Text to Curve. The text now flows along the specified path. To create text and path at the same time: 1.
Working with Text 117 To remove the text path: 1. Select the path text object. 2. Click Path - None on the Text context toolbar's Path flyout. The text remains as a straight-line artistic text object and the path is permanently removed. Editing text on the page You can use the Pointer Tool to edit frame text, table text, or artistic text directly. On the page, you can select and enter text, set paragraph indents and tab stops, change text properties, apply text styles, and use Find and Replace.
118 Working with Text 2. Type to insert new text or overwrite selected text, respectively. To start a new paragraph: • Press Enter. To start a new line within the same paragraph (using a "line break" or "soft return"): • Press Shift+Enter. The following two options apply only to frame text. You can use these shortcuts or choose the items from the Insert>Break submenu.
Working with Text 119 Copying, pasting, and moving text You can easily copy and paste text using standard commands; drag and drop of text is also supported. If you don't place an insertion point on pasting, the text can be pasted into a new text frame directly. Setting paragraph indents When a text object is selected, markers on the horizontal ruler indicate the left indent, first line indent, and right indent of the current paragraph. You can adjust the markers to set paragraph indents, or use a dialog.
120 Working with Text For details on setting frame margins, see Frame setup and layout (on p. 106). To set the indents of the current paragraph: • Drag the appropriate ruler marker(s) as shown above. - or - • For quick left indents, select the Increase Level or Decrease Level button to increase or decrease indent, respectively. Indent is by the currently set default tab stop distance. - or - • To adjust indent settings numerically, choose Paragraph... from the Format menu.
Working with Text 121 Working with Unicode text PagePlus fully supports Unicode, making it possible to incorporate foreign characters or special symbols. • To paste Unicode text from the Clipboard to the page, use Edit>Paste Special..., then select "Unformatted Unicode Text." • Insert Unicode characters directly into your text by typing your Unicode Hex value and pressing Alt+X. The Alt+X keyboard operation toggles between the displayed character (e.g., @) and its Hex value (e.g., U+0040) equivalent.
122 Working with Text expressions to treat the contents of the Find box as an expression, rather than as a literal string to be found. 5. Click Find Next to locate the first instance of the Find text. - or Click Select All to highlight all instances of matching text in your document simultaneously. 6. Click Replace if you want to substitute with replacement text. Alternatively, click Find Next again to skip to the next matching text.
Working with Text 123 Using fonts One of the most dramatic ways to change your document's appearance is to change the fonts used in your artistic text, frame text, or table text. Applying different fonts to a character or entire paragraph can communicate very different messages to your intended readership. Font assignment is very simple in PagePlus, and can be done from the Fonts tab, Text context toolbar, or in the Character dialog (via rightclick, or from the Format menu).
124 Working with Text • View most recently used, Websafe, and your favourite fonts simultaneously. • Search for installed fonts via search box. • Hover-over preview of fonts applied to your document's text (optional). • Change a font for another throughout your publication or website (by right-click Select All). • Access Serif FontManager (if purchased). The Fonts tab is automatically hidden by default, but can be viewed by clicking the arrow button at the left of your workspace.
Working with Text 125 3. On the Fonts tab, hover over any font in the list. The selected text will update to show how the font will appear in situ. 4. (Optional) Click on the font in the Fonts tab to assign the font to the text. Changing common fonts Changing one font for another is very simple for a single portion of text, but the Fonts tab can take things a step further by allowing a font to be located throughout the entire document (see above), and if necessary, swapped for another font.
126 Working with Text Fonts with OpenType features Microsoft Windows supplies OpenType and TrueType font types as standard. You'll be able to spot these font types by their symbols ( and for OpenType and TrueType, respectively) shown in your Font drop-down list on the Text context toolbar, in the Text Style dialog, and in the fonts list in the Fonts tab. To extend the capability of your installed font, PagePlus allows you to take advantage of additional font features built into your font's design.
Working with Text 127 offering a "g" with and without a closed loop. Small Caps/Petite Caps A small cap "A" should use a special glyph, which typically looks like a capital "A", but is shorter, but has the same stem widths etc. as the capital, so it can't be achieved by just scaling the capital. Petite caps are like small caps but even smaller. Case sensitive forms These are variants of punctuation such as brackets that, for example, are designed to align more nicely with capitals.
128 Working with Text Proportional figures These are variable width digits (at right); for example, a "1" that is narrower than a "2", which would look good when set in body text, as opposed to the more usual tabular figures (at left) that are all the same width so they line up in columns or tables. As for any other text attribute, you can apply the font feature to selected characters or to a text style equally either from the Text context toolbar or Text Style dialog, respectively.
Working with Text 3. 129 Select an option(s) from the flyout. To apply OpenType features to text styles: 1. From Format>Character, select the Character - OpenType option. Expand the tree for all OpenType features. 2. Enable font features under the Alternates, Numeric, Capitals, and Details sections.
130 Working with Text If an option is shown in brackets it is not supported by the currently used font. This allows the feature to be switched on for text styles, where the current font isn't known. Substituting fonts Font substitution issues may arise when opening PagePlus Publications. This is because the fonts used in the original document may not be present on the target computer. If this occurs, font substitution of that unavailable font can be initiated via a pop-up dialog.
Working with Text 131 When importing PDF files, PagePlus attempts to reuse embedded fonts and perform font substitution described. To manually substitute a font on loading a publication: 1. Enable the Edit font substitutions manually button on the initial dialog, and click OK. 2. From the Resource Manager, click the Fonts tab, and select the font with status "Missing". Click Substitutions. 3.
132 Working with Text 5. Click OK. Reset the Substitute with box by clicking the Default button. This will replace the fonts listed with a single font, e.g. Arial or Times New Roman, as governed by Windows (this is not configurable). To manually substitute a font any time: 1. Select Resource Manager from the Tools menu. 2. Choose the Fonts tab, select a font from the list, and click the Substitutions button. 3.
Working with Text 133 Styles can be applied to characters or paragraphs using either the Text context toolbar or the Text Styles tab. Both paragraph and character styles can be managed from the Text Style Palette. Paragraph and character styles A paragraph style is a complete specification for the appearance of a paragraph, including all font and paragraph format attributes. Every paragraph in PagePlus has a paragraph style associated with it.
134 Working with Text base character style is shown in the Text Styles tab (or palette) as "Default Paragraph Font," which has no specified attributes but basically means "whatever font the paragraph style already uses." • Applying the Default Paragraph Font option from the Text Styles tab (or the Text context toolbar's Styles box) will strip any selected local character formatting you've added and will restores original text attributes (paragraph styles are not affected).
Working with Text 135 To apply a named style: 1. Using the Pointer Tool, click in a paragraph (if applying a paragraph style) or select a range of text (if applying a character style). 2. Display the Text Styles tab and select a style from the style list. - or On the Text context toolbar, click the arrow to expand the Styles dropdown list and select a style name. The Text Style tab highlights the paragraph or character style applied to any selected text.
136 Working with Text • Choose Text Style Palette... in the Format menu, and with a "base" style selected in the dialog, click the Create... button. 2. In the Text Style dialog, define the style Name, the style to be Based on, Style for the following paragraph, and the style to be changed to if Increase Level is applied. Check Always list in Studio to ensure the style will always appear in the Text Styles tab. 3.
Working with Text 137 3. Click OK to accept style properties, or Cancel to abandon changes. 4. Click Apply to update text, or click Close to maintain the style in the publication for future use. Alternatively, choose Text Style Palette... from the Format menu to modify styles and to change text defaults (see p. 29). To delete one or more text styles: • Right-click a text style and select Delete
