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Step 7 - Template Validation

Simon Tranter
by Simon Tranter 7 months ago
In this section we describe how to check your template file prior to upload to Flyerlink® to ensure that it builds correctly and works as expected for your end client.

Pre Upload Checks

Final Checks Final Checks

Things to Avoid Things to Avoid

Template Build Checklist (Check important settings have not been missed)

Step 7 - Template Validation

In this section we describe how to check your template file prior to upload to Flyerlink® to ensure that it builds correctly and works as expected for your end client.

Final Checks

This is a Final Check list, which should be used before saving the InDesign® Template file and uploading it to Flyerlink®.

Template Settings

  • The graphic file complies with the artwork specification, as detailed in the Designing for Production documentation.

  • Bleed is included within the document page size (Do not use document bleed settings with templates)

  • Only fonts from the Template Font List in Flyerlink® are used, all others are converted to outlines or are used within a rasterized image. To check which fonts are being used within your document go to InDesign > Type > Find Font. Use the Find First/Next button to identify where unsupported fonts are used within the document.

  • System fonts are not being used in the file.

  • File size is no bigger than 145MB.

    Document complexity and size.

    Whilst we list 145MB as our maximum file size, there are other elements that can affect the build and load time of a template. There are no absolute limits on size - it's a combination of:

    • Number of editable items
    • Canvas size
    • Number of pages
    • Resolution of images
    • Number of fonts
    • File size
  • All non-editable objects are on the -Background layer (the lowest stacking layer within the Layer Palette). Layer should not be locked.

  • All editable objects are on individual layers with a unique name (use InDesign's Layer Visibility Tool (The eye icon) with Select All to locate rogue artwork elements).

  • All editable objects (Text and Image boxes) have rectangular frames.

  • Naming conventions and layers are locked where appropriate; e.g. c_ServicesList

  • Copyfit layers (c_Name) only contain one font, font size or font style, in a single text frame.

  • The TGI Finishing layer has been added to the -Background layer.

  • Unnecessary hidden layers are all deleted, including TGI layers.

  • All fonts required in the final template have a corresponding paragraph style. All unnecessary paragraph styles are deleted.

  • All fonts are set to Adobe Single Line Composer, Hyphenation is not selected and OpenType Contextual Alternatives are switched off (see Things to Avoid for further assistance).

  • All colours used on Editable Text Objects or any additional colours required as an alternative option, have a named colour in the Swatches palette; e.g. s_Black.

  • The Ink Manager isn't set to Convert All Spot To Process.

  • All correctly labelled colour swatches are CMYK, and are not tints or gradient swatches.

  • All images are embedded.

  • Editable image layers are not locked.

  • All editable text frame zones are defined appropriately.

  • All editable text frames include enough 'breathing space' for ascending and descending characters.

  • The Hash symbol (#) is visible at the end of every editable text frame.

  • No overlapping editable objects.

Saving your file:

Save file as either an InDesign® Template file, .indt or InDesign® IDML file, .idml

Go to File > Save As > Format > InDesign Template > Save

Things to Avoid

Unsupported InDesign® settings and features

Make sure none of these settings or features are used within Editable Objects. If you are unsure of how to check for any of the InDesign® features, please refer to Indesign > Help > InDesign Help

Not Supported on an Editable Image Layer:

  • Vector images e.g. shapes, outlined text;

  • EPS files;

  • Transparency effects on an object, frame, fill or stroke e.g. opacity, drop shadows, feather, glows, blending modes;

  • Object > Transform > Flip. Images should be flipped in Photoshop, re-saved and replaced;

  • Shaped image frames, all image frames must be rectangular;

  • Embedded images with non-alphanumeric names.

Not supported in Editable Text Layers:

  • Outlined text (converted to paths);

  • Empty text frames;

  • No special character effects e.g. All Caps, Small Caps, Superscript, Subscript, Underline, Baseline shift, Strike-through;

  • Character styles;

  • Forced bold, italic or outlined;

  • Paragraph hyphenation;

  • Soft returns (also called Forced Line Breaks);

  • Text attached to paths;

  • Multi column text frames;

  • Linked (threaded) text frames;

  • Tables;

  • Tabs;

  • Nested text styles;

  • Padding;

  • Text Wrap (not supported on Background layer);

  • Rotated text within a text frame (rotated text frames are accepted);

  • Shaped text frames, all text frames must be rectangular;

  • Colour tint swatches or gradients swatches.

Not supported on Vector Layers:

  • Tint or gradient swatch feature;
  • Transparency settings;
  • Stroke effects;
  • Bitmap images;
  • .eps and .ai files.
  • Swatches starting in s_

Document Setup

Go to File > Document Setup and ensure that Facing Pages isn't selected.

Your Indesign® file should include the bleed within the page size, rather than use the Bleed and Slug options. When the template is presented to the end user, we exclude the bleed from within the editing window.

Creative Cloud

If creating templates using Adobe CC you must save your templates as a IDML file. If saving from CS4 to CS6 save as INDT.

Type settings

Go to Edit > Select All and check the following settings. Altering these settings may affect content.

Window >Type & Tables > Paragraph > Settings

  • Justification is set to Adobe single line composer

Window >Type & Tables > Paragraph

  • Hyphenation is not selected.

Window >Type & Tables > Character > Settings

  • OpenType >  Contextual Alternatives should be turned off.

Window >Type & Tables > Character

  • Kerning = Metrics
  • Tracking = 0
  • Vertical Scale = 100% 
  • Horizontal Scale = 100%
  • Baseline Shift = 0 pt
  • Skew = 0 degrees

Preferences: Paragraph Style Options

Check all your Paragraph Styles settings don't include any of the unsupported features.


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