Proof a Template - Design Studio

Learn to proof a template in Design Studio

Updated: September 10, 2024

How to Proof Your Template Before Sending

Step-by-Step Guide

1. Navigate to Design Studio:
   • On the left-hand side, click on "Design Studio."

2. Access Your Templates

   • Navigate to Creative: From the top menu, go to Creative.
   • View Templates: Click on View Templates to see any templates that have been created.

3. Start the Proofing Process

   • Select a Template: Choose the template you want to proof. If it hasn't been proofed yet, you will see this status.
   • Initiate Proofing: Click on the three dots next to the template and select Proof.

4. List Data

   • Use List Data: This option allows you to use any lists imported into Design Studio.
   • Select Postcard: For example, choose Template Title and click Next.

5. Return Address Check

   • Verify Address: Ensure the return address is correct before starting the proofing process.

6. Proofing Steps

   • Image Quality Check:

     • Confirm that all images are of high quality.
     • Ensure there are no hidden or unnecessary images. If needed, return to the editor to delete them.

   • Safe Area Check:

     • Toggle between the front and back of the template.
     • Zoom in and out to get a good view.
     • Ensure no text or images are too close to the edge (within an eighth of an inch from the edge).

   • Bleed Check:

     • Background images should extend to the bleed lines to avoid unintentional white borders.
     • Confirm that all background images cover the entire creative area.

   • Copy, Spelling, and Formatting Check:

     • Look for any spelling or formatting errors.
     • Review both the front and back of the template.

   • Address Checks:

     • Review return and recipient addresses to ensure accuracy.
     • Recipient addresses are run through the system for verification.
   • Personalization Check
     
     • Review and ensure that the QR Code is presenting properly and is in the safe area.

7. Final Confirmation

   • Accept the Proof: Once all checks are complete, accept the proof.
   • Initial and Confirm: Enter your initials and accept the final proof.