Contents1. Welcome . 1Welcome!.2New features .3Installation .62. Getting Started . 9Startup Assistant . 10Creating a publication from a design template . 12Starting a new publication from scratch. 15Opening existing publications. 16Object management overview . 17Saving your publication . 19Updating and saving defaults . 203. Pages . 23Setting up a publication . 24Adding, removing, and rearranging pages. 27Understanding master pages . 29Using page numbering . 34Navigating pages . 354. Assets for Creativity . 37Using assets . 38Browsing . 41
Contents5. Text . 43Understanding text frames . 44Flowing text through frames. 51Fitting text to frames . 51Linking text frames . 53Using artistic text . 57Editing text on the page . 58Setting text properties . 60Using text styles. 61Wrapping text. 64Creating a bulleted or numbered list . 656. Tables, Charts, and Calendars . 67Creating tables . 68Using charts. 70Inserting a calendar . 737. Pictures . 77Adding picture frames . 78Adding pictures . 81Cropping pictures . 83Using Cutout Studio . 86PhotoLab filters and retouching tools . 88Adding QR codes. 918. Colour, Fills, and Transparency. 93Applying solid fills. 94Replacing colours. 96Using colour schemes . 97
ContentsGradient and bitmap fills . 100Working with transparency . 1069. Publishing and Sharing . 111Preflight check . 112Interactive Print/PDF Preview . 114Printing basics .118Publishing PDF files . 120Publishing as eBooks . 12310. Additional Information. 127Contacting Serif . 128Credits.12911. Index . 131
2WelcomeWelcome!Welcome to PagePlus X9, the award-winning Desktop Publishing(DTP) solution from Serif that lets you create, publish and share designsas outstanding printed documents, stunning PDFs, PDF slideshows,tables/charts, modern eBooks or via web page.PagePlus comes with an impressive selection of design templates,creative content, and styles for you to use. As a result, publishing to aprofessional standard is easily achievable for experienced andinexperienced users alike! You'll also be able to reuse existing content byimporting PDF documents and word processing documents.Upgrading?If you've upgraded from a previous version, this new edition of PagePlusincludes a host of exciting new features which keeps PagePlus ahead ofits competitors and at a fraction of the price! We hope you also enjoy theadditional power and performance edge.RegistrationDon't forget to register your new copy, using the Registration Wizard,on the Help menu. That way, we can keep you informed of newdevelopments and future upgrades!
Welcome3New featuresNew features are fully described in PagePlus Help, with many also beingcovered in written and video tutorials in the Startup Assistant's Learnfeed.Here's a summary of PagePlus X9's new features. PDF Publishing enhancementsNow compatible with PDF/X-4 and PDF/X-5, which supporttransparency, PagePlus keeps up to date with the latest PDFstandards. Placed PDF pass-throughAny placed PDF in your publication is honoured with absolutefidelity using pass-through. Auto-flowing text framesAutomatically create, or remove, text frames as text content is addedto, or deleted from, the publication page. This makes PagePlussimilar to a word processor's approach to frame control. QR codesQR codes make online information accessible to handheld scannersor smart phones. Simply scan the code in a printed or electronicpublication to view text or web addresses; make contact by email,telephone or SMS message; even add VCards or VEvents to yourdevice's contacts or calendar. QR code fields can be included in mailmerge operations too! More powerful Calendar Event ManagerIn a newly designed month-to-view event calendar, events are nowstored in iCalendar files, and can be categorized into event types,e.g., business, personal, world. Each category can be switched on oroff per publication and are colour coded for easier event
4Welcomeidentification. Any iCalendar file can be imported; you can exportyour calendar events too!Ease of Use Easier ruler guide controlFor precision placement, use the Transform tab to position guides.For quicker guide setup, the Guide Tool offers selectable guideswhich lets you move, duplicate, copy/paste (to another page),distribute or delete multiple guides simultaneously. Ruler guidescan now be viewed independently of margin, row/column and bleedarea guides. Tool feedbackAs a useful design aid, object resizing and rotating, shape modifyingand table row/column insertion now report values on the object asthey change. Master page improvementsFor easier identification, master pages can be named. As a timesaver, swap out or add additional master pages to multiple pages inone operation.Import and Export WebP import and exportThis relatively new graphics format is designed for web use as itproduces lower file sizes compared to PNG while still supportinglossless transparency. Add DrawPlus designs without graphics exportPlace DrawPlus X8 designs, as their original project files, on yourPagePlus page. Either embed or link (to update design changeswithout reimport).
Welcome 5EPS exportSupports export to EPS files including settings for compatibility,colour properties and overprinting.Text Copy text properties with Format PainterAs well as copying an object's formatting, any selected text'sformatting can now be applied to other artistic and frame text. Convert frame text to tablePagePlus can detect different text deliminators (commas, tab marks,and more) in text frames and convert selected delimited text totables with no fuss.Checking your Work Better cross-language spelling check and hyphenationInstall open source Hunspell dictionaries, as used in OpenOffice and LibreOffice programs, for versatile spell checking andhyphenation of text across many languages.Pro Typography Kerning controlImproved kerning that adopts the latest GPOS kerning control. Spacing options for more flexible paginationSuppress spacing between paragraphs of same style, removesuppression of 'Space before' at start of text frame/column, andcombine 'Space after' and 'Space before' between adjacentparagraphs.
6WelcomeInstallationInstalling PagePlus follows different procedures depending on whetheryou are installing from disc or via download.You can install your new version alongside previous versions and usethem independently.32 or 64-bit PagePlus X9 installs to respective 32 or 64-bit computers.Installation procedure (from disc) Insert your purchased disc into your disc drive. If AutoPlay is enabled on the drive, this automatically starts theSetup Wizard. Follow the on-screen instructions for install.-or- If AutoPlay is not enabled (or doesn't start the install automatically),navigate to your program disc and double-click autorun.exe.Installation procedure (from download) From serif.com, when logged into your Serif account, follow theon-screen instructions to download.
WelcomeSystem RequirementsMinimum: Windows-based PC* with mouse or equivalent input device Operating systems:Windows 10, 8, 7, Vista (32 or 64 bit)Microsoft Windows XP SP3 (32 bit) 512MB RAM (Windows XP)1GB RAM (Windows Vista and 32-bit Windows 7 and 8)2GB RAM (For 64-bit Windows 7, 8, 10) 564MB free hard disk space for physical media install(and a DVD drive)1.66GB free hard disk space for download install (additional spacerequired during installation) 1024 x 768 monitor resolution (at 100% scaling)* Main processor must support SSE2 instructions.Additional disk resources and memory are required when editing largeand/or complex publications.RecommendedAs above but: Dual-core processor technology7
8WelcomeOptional: Windows-compatible printer TWAIN-compatible scanner and/or digital camera .NET 2.0 for text import filters (Word 2007/2010 OpenOffice)(installed by default)* Internet account and connection required for accessing onlineresources* On Windows 8/10, also requires an extra 1GB of free hard disk space.
10Getting StartedStartup AssistantOnce PagePlus has been installed, you're ready to start. For Windows Vista/7/10: Use the Windows Start button to pop upthe Start menu, click on All Programs (All apps) and then clickSerif PagePlus X9. For Windows 8: Use the Windows Start button to pop up thestartup screen, and then click the PagePlus icon.On program launch, the Startup Assistant is displayed which offersdifferent routes into PagePlus:
Getting Started11The options are described as follows: The default home page keeps you in touch with Serifpromotions and showcases articles (tutorials, etc.) You can alsoview the PagePlus Overview and Quick Start video Open - to access PagePlus publications, PDF files, or BookPlus files;also provides recent file history. Learn - for online video/written tutorials, help, tips & tricks, andmore—all via a learn feed that can be filtered by article Type. TheProduct Help and your PagePlus X9 user guide are also provided. New Publication - creates a new publication from scratch, based ona choice of page setups. Templates - creates a new publication based on one of many designtemplates. News - for cross-product news, company news, articles, andproduct announcements, using Serif's news feed.Any time you access the Startup Assistant, theLearn or News buttons indicate the number ofnew articles to be viewed (if available). Thisnumber will decrease as you read each article inthe Learn or News pane.When new articles arrive, these will be indicatedthe next time you open the Startup Assistant.Any new unread article arriving in the Learn orNews pane will display a "new" indicator in itsthumbnail.
12Getting StartedOnce you've clicked on a new article the "new"indicator changes to a "read" indicator.Don't forget to use the keyword Search box at thetop-right of the Startup Assistant. This is anincredibly powerful tool for filtering specificpublication names, Learn articles, page sizes,theme layout names, or news articles.Creating a publication from a designtemplatePagePlus comes complete with a whole range of categorized designtemplates which will speed you through the creation of all kinds ofpublications for desktop or commercial printing!Each template offers: Complementary design—Professionally designed layout with highvisual impact. Schemes—choose a named colour scheme to apply a specific lookand feel.Design templates come in two types—Theme Layouts, where you pickyour own pictures, or ready-to-go Pro Templates which are alreadypopulated with pictures.
Getting Started13Theme layouts offer a choice ofthemes (e.g., Ribbon) on which tobase your publication (Brochure,Business Card, Flyer, Forms,Letterheads, Newsletter,ePublication, etc.); you'll get pictureplaceholders instead of actualpictures. Simply add your ownpictures to placeholders andpersonalize placeholder text, thenpublish.You can also choose which pagelayouts you want to base your newpublication on.Ready-to-go Pro templatesThese are categorized templatescontaining royalty-free photoswhich can be adopted to fast-trackyou to your completed publication.You just need to personalizeplaceholder text, then publish.
14Getting StartedTo create a publication from a design template:1.Open PagePlus, or select Startup Assistant from the File menu.2.Click Templates.3.From the pane, select a Theme Layout or a design template from thePro Template Packs category. Select from the tree menu in the lefthand pane. Alternatively, scroll down to choose a publication typefrom the same list, e.g. Brochures, Business Cards, ePublications,etc.4.Navigate the main window's categories and sub-categories using theandbuttons to expand and collapse, then click your chosenthumbnail.5.Examine the page sample(s) on the right. For theme layouts withmultiple pages (e.g., brochures), you can choose which pages youwish to be part of your publication by checking the check box undereach page. For design templates, simply review the pages to be partof your publication.Theme LayoutsPro Design Templates
Getting Started6.Pick a colour scheme from the drop-down list at the top of thedialog. The page thumbnails refresh to reflect the new page'sappearance.7.Click OK. The pages are added to your new publication.15Starting a new publication from scratchAlthough design templates can simplify your design choices, you canjust as easily start out from scratch with a new, blank publication.Page sizes are available for a range of publications including businesscards, labels, and posters, with support for folded and ePublicationpublication setup.To start a new publication (via Startup Assistant):1.Open PagePlus to display the Startup Assistant.- or Select Startup Assistant from the File menu (during your session).2.Select New Publication.3.From the main pane, navigate the document categories by scrolling(click the4.icon to collapse categories if needed).Click a thumbnail to create your new blank publication.To create a publication using the default page type: During your PagePlus session, clickStandard toolbar.New Publication on theTo create a custom publication:1.From the Startup Assistant's New Publication pane, click CustomPublication.
16Getting Started2.From the Publication Setup dialog, select a publication type, size,and orientation.3.Click OK.Choosing an Intent from File Publication Setup which will helpPagePlus more accurately represent how your publication will look whenpublished or printed. Choose between the two Print/PDF andeBook/Web output types, preferably before you start creating content.You can also choose a colour mode (RGB or CMYK) that suits either onscreen viewing or printed output, respectively.Opening existing publicationsYou can open a PagePlus publication from the Startup Assistant,Standard toolbar, or via the File menu.It is also possible to open PDF files as new publications, or Import PDFfiles and existing PagePlus files into currently open publications. (SeePagePlus Help for these import options.)To open an existing publication (via Startup Assistant):1.Open PagePlus to display the initial Startup Assistant.- or Select Startup Assistant from the File menu (during your session).2.Select Open.3.Several options are possible:i.For recently opened publications, select a thumbnail fromthe main pane.ii.The publication opens in your workspace.- or -
Getting Startedi.For other PagePlus publications, PDF files, or BookPlusfiles, select from the Browse My Computer pane.ii.From the dialog, locate and select your file, then clickOpen.To open existing publications (without Startup Assistant): ClickOpen on the Standard toolbar.Object management overviewActionAligningTool/button/command nameAlign ObjectsToolbar/Tab/keyArrange toolbarAlign TopAlign BottomAlign tabAlign LeftAlign RightHorizontal CentreVertical CentreCombiningCopyingCroppingConvert to Curves thenCombine CurvesCopySquare Crop ToolTools menu thenArrange menuStandard toolbarAttributes toolbar17
18Getting StartedCuttingCutStandard toolbarDelete KeyDeleteDistributingSpace Evenly AcrossAlign tabSpace Evenly DownDuplicating--Flip(horizontally)Flip horizontalArrange menuFlipping(vertically)Flip verticalArrange menuGroupingUnder selected objectsGroup/ UngroupJoiningLocking/UnlockingMovingOrderingJoin OutlinesArrange toolbarArrange menu LockObjectArrange menu UnlockObjects-Pointer ToolBring to FrontSend to BackForward OneBack OneTools toolbarArrange toolbar
Getting StartedPastingPastePlacingPlace MultipleSelectingPointer ToolStandard toolbarContext toolbarTools toolbarLasso ToolReplicatingEdit menu-ResizingPointer ToolRotatingPointer ToolRotate LeftTools toolbarTools toolbarArrange toolbarRotate RightSaving your publicationTo save your work:Save on the Standard toolbar.1.Click2.To save under a different name, choose Save As from the Filemenu.Unsaved publications have an asterisk after their name in the PagePlustitle bar, Publications toolbar, and Window menu.19
20Getting StartedUpdating and saving defaultsObject defaults are the stored property settings PagePlus applies tonewly 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 savedseparately for artistic, shape, frame and table text.You can easily change the defaults for any type of object via the UpdateObject Default command or the Text Style Palette dialog.Default settings are always local—that is, any changed defaults apply tothe current publication and are automatically saved with it, so they're ineffect next time you open that publication. However, at any time you canuse the Save Defaults command to record the current defaults as globalsettings that will be in effect for any new publication you subsequentlycreate.To set local defaults for a particular type of object:1.Create a single sample object and fine-tune its properties asdesired—or use an existing object with the right properties.2.Select the object that's the basis for the new defaults and from theFormat menu, select Update Object Default .Or, for line and fill colours, including line styles:1.With no object selected, choose the required line and/or fill coloursfrom the Colour or Swatches tab. Use the Line tab to set a defaultline weight, style, and corner shape.2.Draw your object on the page, which will automatically adopt thenewly defined default colours and styles.
Getting Started21To view and change default text properties:1.From the Format menu, select Text Style Palette.2.Double-click Default Text, then from the expanded list of texttypes, choose an option (e.g., Artistic Text).3.Click Modify to view current settings for the selected text type.4.Use the dialog to alter character, paragraph, or other properties.To save all current defaults as global settings:1.From the Tools menu, select Save Default Settings.2.From the dialog, check options to update specific defaults globally: Document and object defaults - saves current settings. Text styles - saves current text styles in the Text Style Palette. Object styles - saves user-defined styles from Styles tab.3.Click Save to confirm that you want new publications to use thechecked object's defaults globally.
24PagesSetting up a publicationA publication's page size, orientation and intent settings arefundamental to your layout, and are defined when the new publication isfirst created, either using a design template or as a new publication.To adjust size/orientation of the current publication:Publication Setup from the Pages context toolbar.1.Select2.Ensure the Paper menu option is selected. The other option,Margins, lets you define non-printable Margin, Row, Column, andBleed Guides as design aids.3.For a Regular/Booklet Publication, you can select a pre-definedpaper size, printer-derived paper size, or enter custom values forpage Width and Height, as well as setting the orientation (Portraitor Landscape). For booklets only, select a type from the Bookletdrop-down list, which page to start on (left/right), and if yourequire Facing pages (including Dual master pages). PagePlusautomatically performs imposition.4.For other publication types, you can select: Small Publications (forexample, business cards, labels, etc.), Large Publications (bannersor posters), or Folded Publications (cards). For Small publications, enable Paper and choose a pre-definedoption from the list, or for creating Labels, enable the radio buttonand pick an Avery label code which matches your labels. For Large and Folded publications, choose a pre-defined optionfrom the list (use the preview).5.Click OK to accept the new dimensions. The updated settings willbe applied to the current publication.Be sure to set an appropriate Intent for your publication.
Pages25Once you've set up your publication, you can optionally includerepeated page elements on every page by creating master pages (p. 29).IntentSetting the intent for your publication determines how text is composedand rendered, so should be decided at the start of your project.Changing intent after you've finished designing can alter theappearance of your publication and can affect text flow. You mayneed to adjust text frame sizes and layouts.1.In the Publication Setup dialog, click the Intent menu option.2.Set the Destination to 'Print / PDF' or 'eBook / Web'.PagePlus composes text for Print/PDF output by default, so youshould change it if publishing digitally as an eBook/web page, ordesigning for dual-purpose print and digital publishing.3.Set the Primary Colour Mode to RGB or CMYK.This controls whether the publication uses a colour system that ismost suitable for viewing on-screen (RGB) or for printing (CMYK)based on professional print inks.If a preflight warning indicates an incorrect document intent, the offered'fix' will automatically change the intent in this dialog to match theoutput to be published to.If producing work professionally you may want to enable colourmanagement. The publication's primary colour mode is also set in theColour Management dialog.
26PagesUniform and mixed page orientationsIf you've changed your mind about the page orientation chosen at pagesetup, you can change the page orientation uniformly across yourpublication at any time.To change all publication pages from portrait to landscape (orvice versa): On the Pages context toolbar, click the down arrow onthe Publication Orientation button, then select LandscapePublication (or Portrait Publication) from the flyout.To change a page from portrait to landscape (or vice versa):1.On the Pages tab, double-click to select a page.2.Change page orientation to swap between portrait andClicklandscape orientation.
Pages27- or From the Pages context toolbar, click the down arrow onthe Page orientation button, then select Landscape Page (orPortrait Page) from the flyout.You can repeat the procedure for any other selected page.Adding, removing, and rearrangingpagesUse the Pages tab to add/delete standard or master pages, assignmaster pages to standard pages, and rearrange standard pages usingdrag-and-drop. You can also change page orientations.To add a single page:1.On the Pages tab, click once to select a page in the Pages window.The thumbnail that's shown as "selected" is independent of the pageyou're currently working on. To work on a particular page, doubleclick its thumbnail.2.ClickAdd to add a page (or master page) before the oneselected in the window.- or To add a new page at the end of the publication, deselect all pagesby clicking in the neutral region of the lower window, then click theAdd button.To add master pages:For master pages, the above procedure applies but you need to clickMaster Pages to open its window first.
28PagesTo delete a single page/master page:1.On the Pages tab, select the page (or master page) to delete on theappropriate window by clicking its thumbnail.2.ClickDelete Page/Remove Master Page.To rearrange pages: On the Pages tab, in the lower Pages window, drag a pagethumbnail over another page thumbnail in the page sequence. Thepage is added after the hovered over page thumbnail.Adding more template pagesUse the Assets tab's Asset Browser if you're looking to use someadditional template pages in your publication. See Browsing on p. 41.You can drag-and-drop a page to replace (or add before/after) yourcurrent page.Currently used pages can be stored for future use by clicking Add on theAssets tab's Pages category. See Storing designs in PagePlus Help.
Pages29Understanding master pagesMaster pages provide a flexible way to store background elements thatyou'd like to appear on more than one page—for example a logo,background, header/footer, or border design.(A) Page, (B) Master PageThe key concept here is that a particular master page is typically sharedby multiple pages, as illustrated below. By placing a design element on amaster page and then assigning several pages to use that master page,you ensure that all the pages incorporate that element. Of course, eachindividual page can have its own "foreground" elements.
30PagesMaster pages are available in every publication, but in a simplepublication you may not need to use any master pages—or you mayneed only one master page. Facing pages and multiple master pagesprove valuable with longer, more complex publications.If you're starting with a design template you may encounter one or moremaster pages incorporated with the design.Using the Pages tab or Master Page Manager, you can quickly add ordelete master pages; for example, you could set up different master pagesfor "title" or "chapter divider" pages.Assigning master pagesIf you're only using one master page it is assigned to any newly createdpage by default. However, if you have multiple master pages you canswap a page's master page for another or add additional master pages toa page. This is not restricted to an individual page as you can also workon selected, odd, even or all pages.You'll need to create an additional master page first. See Adding,removing, and rearranging pages on p. 27.
Pages31To swap one page's master page for another: From the expanded MasterPages window in the Pagestab, drag a master page ontoa target standard page in thelower window.ClickPage Identifiers toindicate the master pages usedon the currently selectedpage(s). The master page isrepresented as a letter on thePage, e.g. A, B, C, etc.To swap multiple page's master page for another:1.In the Pages tab, select pages in the lower window using Shift-clickor Ctrl-click for adjacent or non-adjacent pages, respectively.2.Right-click any selected page, and choose Remove Master Pages.3.Right-click any selected page again, and choose Add Master Page.4.Select th
Text Copy text properties with Format Painter As well as copying an object's formatting, any selected text's formatting can now be applied to other artistic and frame text. Convert frame text to table PagePlus can detect different text deliminators (commas, tab marks, and more) in text frames and convert selected delimited text to .