Category: Proofing & PDF Output

Advisers can export settings to transfer key elements from one year’s book to the next year’s book or to a supplement. Log into the book that has the settings you want (usually the previous year’s book or the current/main book if you are exporting to a supplement). Go to Settings > Export Settings, select the…

  Watch the video above to learn how to generate a customer-approved PDF proof of a page that has been Submitted or moved to Pre-Submit.

← All Video Tutorials Multi-Spread PDFs can streamline your submission workflow. Learn how to integrate PDF generation into your batch submission process and ensure all pages are reviewed before moving to pre-submit. PDF Generation During Submissions When moving a batch of pages to pre-submit, if some pages don’t have current PDFs, an alert window offers…

  Advisers can generate a single PDF containing multiple spreads at once using the Multi-Spread PDF option on the ladder. Creating Multi-Spread PDFs  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…

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…

  Preflight is a built-in proofing tool that checks pages for potential printing issues. Reviewing preflight checks before submission helps catch potential problems. Launching Preflight Open any page in Page Design and go to File > Show Preflight Check. eDesign scans your pages and displays a list of alerts, separated by left page and right…