Creating PDF Proofs

PDF proofs are necessary for checking your work before submitting. The PDF represents how your page will print — submitting a page means you’re signing off on that PDF.

If a PDF doesn’t match what you expect, contact Tech Support before submitting the page.

  • PDF status icons in Book module: Red = PDF not yet generated for the current version. Green = PDF is current. You don’t need green icons constantly, but periodically generate proofs to review your work.
  • Generate from Book module: Click the PDF icon on any page to generate a standard PDF. To generate a spread PDF, hold Ctrl (Windows) or Command (Mac) and click both pages, then click the icon.
  • Generate from Page Design: Use the File menu to generate a PDF. Where the PDF is downloaded to and where it will open varies based on your computer and browser settings.
  • Printing PDFs: Your default printer settings will likely scale the page down to fit on 8.5×11 paper — element sizes on the printout will not reflect actual print size in the book.
  • Multi-Spread PDFs: Advisers can generate a single PDF containing multiple spreads at once. Click Export > Create Multi-Spread PDF. See below for more information.

 

Creating Multi-Spread PDFs (Advisers Only)

Advisers can generate a Multi-Spread PDF from the ladder.

  • Select the spreads to include. Click Export > Create Multi-Spread PDF > Confirm.
  • Processing happens in the background. A red dot appears next to Download Manager and turns green when the PDF is ready.
  • Open Download Manager to track progress and download completed files; files remain available for seven days
  • A green checkmark beside a file means it has already been downloaded; you can re-download as needed.
  • Covers and Endsheets are not included in multi-spread PDFs due to their large file size and unique graphics.
  • Image quality is slightly reduced compared to standard single-spread exports.
  • Use the Download Manager search bar to find PDFs by page number.
  • When moving pages to pre-submit, the alert window offers to generate PDFs for any pages that haven’t been viewed yet.

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