Creative Portal PDF Creation: Difference between revisions

Revision as of 12:23, 9 October 2019

Creative Portal PDF Guidelines

Once a job is completed for Quest, we need to create a set of files that follows Quest's Creative Portal upload structure. We will need the following:

Final PDF (export working file as an interactive PDF)
QMC/QForce PDF (export working file as an interactive PDF)
Production File (please include a hires PDF with crops)
Production Specs
Thumbnail Images
Print on Demand (POD) (on an as needed basis)

For a reference file, please see this piece CREATIVE/QUEST DIAGNOSTICS/MISCELLANEOUS/54315-QuestVantage Hereditary Cancer Risk Pocketguide-MI7552/PRODUCTION/Final

Final PDF

Master record of finished item
- There is no preset PDF export that will guarantee you a PDF less than 1MB. Ideally, you will preserve the fidelity of the linked images as much as possible and keep the file size just under the maximum requirement. Try using the "High-Quality Print" preset and adjust your Compression settings until you have created a suitable PDF.
- File Size: <1MB
- Color: CMYK (no spot colors)
- Printer's marks: None
- Bleed: None
- Pagination: Single pagination
Naming Convention
- PDF_Lit code_Description Name_MEG_Job#_Date.pdf (example: PDF_MI7552-QuestVantage Hereditary Cancer Risk Pocketguide_MEG_54315_060618.pdf)
Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]

QMC/QForce PDF

File for QForce
- High res
- File Size: n/a
- Color: RGB
- Printer's marks: None
- Bleed: None
- Pagination: Single pagination
Naming Convention
- PDF-QF_Lit code_Description Name_MEG_Job#_Date.pdf (example: PDF-QF_MI7552_QuestVantage Hereditary Cancer Risk Pocketguide_MEG_54315_060618.pdf)
Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]

Production File

Production File
- Layered, including fonts/images packaged from InDesign
- Zipped
- Naming Convention
  - OFF_Litcode_Description Name_MEG_Job#_Date.pdf (example: OFF_MI7552_QuestVantage Hereditary Cancer Risk Pocketguide_MEG_54315_060618.pdf)
- Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
  - Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]

Hires Production PDF
- Export with Press-Quality presets: File-Adobe PDF Presets-Press Quality.
  - If you need to find these presets and apply them to InDesign, go here:/Volumes/data/CREATIVE/MEG/PDF PRESETS
- File Size: n/a
- Color: CMYK, Spot Colors (if applicable)
- Printer's marks: Crop Marks, Registration Marks, Page Information
- Bleed and Slug: Check box next to "Use Document Bleed Settings"
- Adjust "Offset" to match Document Bleed Settings
- Setup in either single pages (anything that would need to paginated into printer spreads) or printer spreads (any slim jims or 4 page brochures)
- Naming Convention
  - PDF-OFF_Litcode_Description Name_MEG_Job#_Date.pdf (example: PDF-OFF_MI7552_QuestVantage Hereditary Cancer Risk Pocketguide_MEG_54315_060618.pdf)
- Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
  - Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number] / [OFF_Litcode_Description Name_MEG_Job#_Date]

Production Specs

This is an excel file that indicates all printing specs that is uploaded to the vendor along with the project.
- This will use QD's Spec Template
- This will be worked on with the account team.
Naming Convention
- SS_Litcode-Description Name_Job#_Date.xls (example: SS_MI7552-QVantage Hereditary Cancer Pocket Guide_54315_060618.xls)
The spec sheet will go in two places PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.

Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]
Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number] / [OFF_Litcode_Description Name_MEG_Job#_Date]

Thumbnail Image

Specs
- Color: RGB
- Dimensions: Should be 144 pixels along its longest dimension.
Naming Convention
- JPG_Litcode_Description Name_MEG_Job#_Date.jpg (example: JPG-MI7552-QuestVantage Hereditary Cancer Risk Pocketguide.jpg)
Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]

Print on Demand (POD)

POD files will only be needed in some cases and the finished page size will be denoted by the client.
High res
File Size: n/a
Color: CMYK
Printer's marks: in layout w/crop marks only with Bleed and make sure the file is created with the correct spec size for PODs (this will be provided by client)
Bleed: Yes
Pagination: Single pagination
Naming Convention
- PF-POD_Litcode_Description Name_MEG_Job#_Date.pdf (example: PDF-POD_MI7552_QuestVantage Hereditary Cancer Risk Pocketguide_MEG_54315_060618.pdf)
Final File Placement PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]

Creating a POD

When the client requests a POD file, they will tell you want the finished size of the file including crop marks will be. Since crop marks are a set size, this often becomes an issue. After much trial and error, we have found the instructions below to be the best solution:

Open a new InDD file and add a slug. We want to add enough free space in the slug to get the finished dimension to match what the client supplied. For example, your document is 8.5x11 but the client wants a finished 9x12 POD file. We need to add 0.25” to the left and right and 0.5” top and bottom on the slug to have our finished output be 9x12. Hint: Make sure your document has a bleed on it.
Export the blank page, making sure to check off bleed, slug and crop mark options.
Open your PDF in Illustrator and adjust the artboard to be set up as 9x12. The crops will still be at the 8.5x11 bleed size, but this will allow a small amount of the crops on the left and right side to be cut off. Also ensure that your crop marks are centered so nothing is skewed. Save out crop AI file. We now have a set of 8.5x11” crops on a 9x12” artboard. (Note: we have already set one of these up so no need to start over, you can find it here: CREATIVE/QUEST DIAGNOSTICS/TEMPLATES/PRINT/POD INSTRUCTIONS/9x12-crops.ai
Open your working file. Add the slug as listed in step 1. Place the crop mark file into your InDesign document aligning with the slug dimensions. When placing the art, make sure ‘show import options’ is checked off. A dialogue box will pop up, place the art in as ‘Crop to > Trim’ set.
Export PDF as Press Quality, this time making sure to check off bleed, slug ONLY.
Name file according to instructions above. Example POD job: data/CREATIVE/QUEST DIAGNOSTICS/FLYERS/54466 DLO and MACL eInvoice Flyer Resizing-MI3319 & MI5086/PRODUCTION/Build/c1a-54466-v1-eInvoice flyer-DLO/c1a-54466-v1-eInvoice flyer-DLO.indd

Fill out final QA PDF

Upon outputting all required items, an internal production check will take place following the MEG QA process.

QA exists in production folder
Name PDF with current job name "QA-Job#XXXXX"
Fill out all fields
Another designer will be assigned to proof jobs that are to be released. (If someone is not marked as a reviewer, reach out to Patrick and he can have someone help you.)
Once the QA is done the files will be ready for the portal

Final Passoff

Once the QA process is complete, we can then load the files above to the Egnyte drive. PLEASE NOTE: The files only need to be uploaded to Egnyte if the AE is uploading to the Creative Portal.

Create a folder for the job number and upload the files to the following path: Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]
Place files in the new folder:
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]
  - Final PDF
  - QMC/QForce PDF
  - Production File
  - Production Specs
  - Thumbnail Images
  - Print on Demand (POD) (when applicable)
- Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number] / [OFF_Litcode_Description Name_MEG_Job#_Date]
  - Hires Production PDF
  - Production Specs

Final Steps

Once the file is either passed off to the AE or uploaded to the portal, the Creative Portal Google Doc needs to be updated as well with this information. https://docs.google.com/spreadsheets/d/1MFIOO2G0Yi_pIexBQxGzHfZ6sJTCa8EYsK8P95_BPnE/edit?usp=sharing

Finally, the QF PDF and Spec sheet need to be emailed to the AE with a reminder that this file was uploaded to the Creative Portal

@@ Line 92: / Line 92: @@
 **Egnyte / Shared / GENERAL / CREATIVE PORTAL 2018 / [Job Number]
-====Creating a POD====
+===Creating a POD===
 When the client requests a POD file, they will tell you want the finished size of the file <strong> including crop marks </strong> will be. Since crop marks are a set size, this often becomes an issue. After much trial and error, we have found the instructions below to be the best solution:
 #Open a new InDD file and add a slug. We want to add enough free space in the slug to get the finished dimension to match what the client supplied. For example, your document is 8.5x11 but the client wants a finished  9x12 POD file. We need to add 0.25” to the left and right and 0.5” top and bottom on the slug to have our finished output be 9x12. Hint: Make sure your document has a bleed on it.