User Manual

1.2 Create a Check-in Preflight and Fixup Template

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In this article, you will learn

  • how to create a Check-in Preflight and Fixup template for normalizing print data
  • how to edit, and manage the template and
  • what options are available for finding Preflight and Fixup results.

1. Introduction

In order to use Check-in Preflight and Fixup templates in Workflow or via external access, they must first be created and the desired checks and fixes must be added. The Preflight / Fixups tab is available in the Administration > Settings menu for this purpose. You can use this tab to make corrections for normalizing and checking print data, upload your own corrections, and create and centrally manage Check-in Preflight and Fixup Templates.

When creating a Check-in Preflight and Fixup Template, a distinction is made between Preflight Checks and Fixups:

  • Checks – Checks are used to verify whether the print file contains certain constructs that could be detrimental to production. For example, it's possible to check whether white objects are not set to Knockout, the font is not embedded, or the resolution of images is too high or too low.
  • Fixups –  Fixups are used to correct common printing problems as the file is being uploaded. Fixups include Embed Missing Fonts, Remove Objects Outside MediaBox, and Derive TrimBox from Crop Marks. In addition, use Fixups to add your organization's standards, such as naming dielines, whites, varnish, and so on, to a template.

2. Creating a Check-in Preflight and Fixup Template

To be able to use the Check-in Preflight and Fixup Template for the respective application area, it has to be created first. It is recommended to create Check-in Preflight and Fixup Templates for product types and to activate the Fixups and Preflights that are relevant for the normalization step of the product, to fill them with the appropriate values and to save them. Saved templates can then be selected in several areas of the Workflow and thus be used for processing when normalizing print data.

2.1. Create a new Check-in Preflight and Fixup Template

Two standard Check-in Preflight and Fixup Templates are available in the Workflow  Workflow Default Preflight and Workflow Minimal Preflight. The following options are available for creating your own template:

  • Add  – creates an empty template. No Fixups or Preflight checks are set active. Use this option if you want to create a template from scratch.
  • Duplicate – creates a duplicate of the selected template. All activated Fixups and Checks in the template remain active. Use this option if, for example, you want to expand your template based on the standard templates we deliver.
  • Import – Adds a saved template to the Workflow. All activated Fixups and Checks remain active. Use this option if you own a recommended template.

Where can I find these options?

Duplicate and Import are available in the Additional Functions menu [3]. Add [1] is prominently available in the toolbar.

To create a new Check-in Preflight and Fixup template, proceed as follows:

  1. Select the Check-in Preflight and Fixup Templates tab [1] in Administration > Settings > Preflight/Fixups. All existing check-in templates are listed here.
  2. Click the Add [2] button to create a new template.

Figure 1: The Check-in Preflight and Fixup Templates tab in the Administration > Settings > Preflight / Fixups menu

  1. The Check-in Preflight and Fixup Templates dialog opens, listing all available Checks and Fixups.
  2. Now add Fixups and Checks to the template. To do this, activate the radio button [4] of the desired fixup or preflight.
  3. If parameters are available for the check and Fixup, an arrow [5] is available on the right side of the entry. Click on this arrow to expand the Fixup or check and enter the desired values. If you do not make any changes, the default values available in the Workflow are used.
  4. For a check, you can also define whether problem areas found should be highlighted as errors, warnings, or just information. By clicking on the severity level [6], the user can determine the severity level.
  5. Once all the desired Checks and Fixups have been added, save the Check-in Preflight and Fixup Template. To do this, click on Save [7].

Figure 2: The Check-in Preflight and Fixup Templates dialog

  1. The Save Configuration as Template dialog opens. Enter a Name [8] for the template that suits the situation, as well as an optional description [9].
  2. Click Save [10] to complete the creation of a Check-in Preflight and Fixup Template. Once the template is saved, it will appear in the list of all templates and can be selected in the designated areas of the Workflow.

Figure 3: The Save Configuration as Template dialog

2.2. Check-in Preflight and Fixup Template

Check-in Preflight and Fixup Templates that have already been created can be revised and, if necessary, adapted at a later date. To edit a template, proceed as follows:

  1. Select the Check-in Preflight and Fixup Templates [1] tab (Figure 1) in Administration > Settings > Preflight / Fixups. All existing templates are displayed in the list.
  2. Select the template that should be edited [11] in the list.

Figure 4: The Check-in Preflight and Fixup Templates tab in the Administration > Settings > Preflight / Fixups menu.

  1. Now click on Edit [12]. This opens the Edit Template Name dialog box, where all Fixups and Checks can be found. In the dialog, all already activated Checks and Fixups can be revised or deactivated, and new Fixups or Checks can be added and parameterized.
  2. To save the revised template, click on Save [13].

Figure 5: The Edit Check-in Preflight and Fixup Templates dialog

  1. The Save Configuration as Template dialog opens. Here you can change the name and description of the Check-in template if you wish.
  2. If you do not want to overwrite the old Fixup, deactivate the Overwrite [14] option. This means that the existing template remains unchanged. However, you are creating a new template with the new name.
  3. Click Save to save the revised Fixup.

Figure 6: The Save Configuration as Template dialog with the Overwrite option activated

3. Options in the “Add Check-in Preflight and Fixup Templates” Dialog

The user has several options for finding the appropriate Fixups or Preflight checks and can refer to the following options:

  • Search [16] – the search function can be used to search for specific Fixups and Checks. By entering keywords  for example, Resolution, Spot Color or Page Box  search for Fixups and Checks.
  • Tags [15] – tags have been assigned to the Fixups and Checks to improve categorization. The user can select one or more tags from the list in the drop-down menu. The icons [23] show at a single glance which category the Fixup or Check is assigned to.
  • All [18] – clicking this button displays all Fixups and Checks in the list. It does not matter whether they have already been selected or not.
  • Activated [19] – clicking this button displays only Fixups and Checks that have already been selected or activated.
  • Deactivated [17] – by activating the button, only Fixups and Checks that are not currently selected or activated are displayed.
  • Fixups and Preflights [20] – by activating the button, both Fixups and Checks are displayed in the list.
  • Checks [20] –  activating this button displays only Checks in the list. All other filter options then only apply to Checks.
  • Fixups [21] – activating this button displays only Fixups in the list. All other filter options then only apply to Fixups.

Figure 7: The Check-in Preflight and Fixup Templates dialog with all filter options

Artikel update: Workflow 1.19.2 – 02/2025

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