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TEC-DIGI47-04 · Lesson 11 · 12 clock hours · lab

Preflight, Packaging, and File Delivery Standards

Objective. Students will preflight a complex InDesign document using a custom preflight profile, resolve all flagged errors, and package the job into a complete delivery folder containing the INDD file, all linked assets, and document fonts.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by an industry-certified professional or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

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Why Preflight and Packaging Matter

When a print job arrives at a commercial printer or digital publisher missing a font, containing a low-resolution image, or using the wrong color mode, the result is either a delayed job, an unexpected cost, or a product that looks nothing like the designer intended. Preflight is the systematic process of checking a document for errors before it leaves your hands. Packaging bundles every required file — the layout, linked images, and fonts — into a single, self-contained folder so that no asset is left behind. Together, these two steps are the final professional responsibility of every graphic designer working in print or digital media.

The InDesign Preflight Panel

Adobe InDesign includes a live Preflight panel (Window > Output > Preflight) that monitors your document continuously and flags problems as you work. The colored indicator at the bottom of the document window shows green (no errors) or red (errors found), along with an error count.

By default, InDesign uses the Basic preflight profile, which catches common issues. For professional print work, you should create or load a custom preflight profile tailored to your printer's specifications — for example, requiring CMYK color mode, a minimum image resolution of 300 ppi for print, proper bleed values, and no missing fonts or links.

To create a custom profile, open the Preflight panel menu and choose Define Profiles. You can specify rules for color spaces, image resolution, font embedding, bleed and slug settings, and overset text. Save the profile with a descriptive name and apply it to every job that goes to that printer.

Common Preflight Errors and How to Resolve Them

Missing or modified links. InDesign displays linked images but stores only a low-resolution preview. If the original file is moved, renamed, or deleted, InDesign loses the link. Open the Links panel (Window > Links), locate files flagged with a red question mark (missing) or yellow warning triangle (modified), right-click, and choose Relink to navigate to the correct file. Always use the high-resolution original.

Missing fonts. If InDesign cannot find a font on your system or in Adobe Fonts, affected text appears highlighted in pink. Go to Type > Find Font to see a complete list of fonts used in the document. You can substitute a missing font or, better, activate the correct font through Adobe Fonts (accessible in the Creative Cloud app). Once activated, InDesign finds it automatically.

RGB images or swatches. Commercial offset printing uses CMYK ink. RGB images and colors may shift unpredictably when converted by a printer's RIP. To fix placed RGB images, edit them in Adobe Photoshop and convert the mode to CMYK (Image > Mode > CMYK Color), then relink in InDesign. For RGB swatches defined in InDesign itself, open the Swatch Options for each swatch and change the Color Mode to CMYK, then enter the correct CMYK values.

Overset text. A red plus sign on a text frame's out port means more text exists than the frame can show — that text will not print. Fix overset text by enlarging the frame, reducing the font size, editing the copy to fit, or threading the text to an additional frame. Never leave overset text in a document going to print.

Low-resolution images. For quality offset printing, placed raster images should be at least 300 ppi at their final printed size. Enlarging a placed image in InDesign reduces its effective resolution. Check effective resolution in the Links panel (select the link and expand Link Info). If effective resolution is below the profile threshold, obtain a higher-resolution version of the image.

Packaging the Job

Once preflight shows zero errors, use File > Package (Shift+Cmd+P on Mac / Shift+Ctrl+P on Windows). InDesign will prompt you to save the document if unsaved, then show a summary of fonts, links, and color profiles included. Click Package, choose a destination, and InDesign creates a folder containing:

Review the Package Report carefully. Confirm that every font and link appears in the report and that no items are listed as missing.

Writing the Delivery Memo

A delivery memo (sometimes called a job ticket cover note) accompanies the package and tells the printer exactly what to expect. A professional delivery memo should include:

This memo protects both parties and reduces the chance of a costly misprint.

Safety and File Integrity Considerations

While graphic design does not involve the physical hazards found in some trades, digital file safety is a genuine professional responsibility. Always work from a duplicate of the original broken file during preflight exercises — never overwrite source assets. Back up your packaged folder to a second location before delivery. Confirm with your instructor or print vendor that font licenses permit redistribution in the package. In a production studio, follow any studio-specific file-naming conventions and server access protocols to prevent accidental overwriting of a colleague's work.

Workflow Summary

1. Apply a custom preflight profile matched to the output device.

2. Record all flagged errors in a preflight log before making changes.

3. Resolve errors one category at a time; re-run preflight after each fix.

4. Achieve zero errors, then package the file.

5. Verify the Package Report; write and attach the delivery memo.

6. Submit the complete folder — never send the .indd file alone.

Key terms10

PreflightThe process of checking a document for technical errors — missing fonts, low-resolution images, wrong color modes, overset text — before it is sent to a printer or publisher.
Preflight ProfileA saved set of rules in InDesign's Preflight panel that defines what counts as an error for a specific output device or printer, such as requiring 300 ppi images and CMYK color.
PackagingThe InDesign function (File > Package) that copies the layout file, all linked assets, and document fonts into one organized folder ready for handoff to a printer or collaborator.
Package ReportA plain-text summary file generated during packaging that lists all fonts, linked files, color profiles, and document specifications included in the package.
Overset TextText that exists in a story but does not fit within its assigned frame or thread of frames, indicated by a red plus sign on the frame's out port; overset text does not print.
Effective ResolutionThe actual output resolution of a placed image after any scaling applied in InDesign is factored in; enlarging an image in the layout lowers its effective resolution.
RelinkingThe process of reconnecting a missing or modified placed image to its correct source file using InDesign's Links panel so that the high-resolution original is used at output.
Delivery MemoA written document accompanying a print-ready package that describes job specifications — page count, bleed, color mode, resolution, and special instructions — for the commercial printer.
CMYKThe four-ink color model (Cyan, Magenta, Yellow, Black) used in commercial offset and digital printing; images and swatches must be in CMYK mode to reproduce accurately on press.
Adobe FontsA subscription font service included with Adobe Creative Cloud that allows designers to activate licensed fonts directly from the cloud, resolving missing-font errors without manual font file installation.
In class: Open a provided InDesign file that contains deliberate prepress errors (missing fonts, low-resolution images, RGB swatches, overset text); run the built-in Preflight panel to identify all errors and record them in a preflight log. · Resolve each flagged error systematically: re-link missing images, substitute or activate missing fonts via Adobe Fonts, convert RGB swatches to CMYK, and fix overset text; re-run preflight until zero errors remain. · Package the corrected file using File > Package; review the Package Report to confirm all fonts and links are included; write a one-page delivery memo (as if sending to a commercial printer) describing the job specifications.
Materials: Adobe InDesign CC, Adobe Fonts, deliberately broken InDesign practice file with assets, preflight log template, delivery memo template, course prepress standards handout
Check: Packaged folder submitted: preflight shows zero errors, Package Report confirms all fonts and links present, delivery memo includes page count, bleed, color mode, and output resolution — all four criteria required for a pass.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Setting project requirements
1. A designer opens the Preflight panel in InDesign and sees the indicator at the bottom of the window is red. What does this indicate?
Managing assets and project files
2. An image placed in an InDesign layout shows a yellow warning triangle in the Links panel. What does this symbol mean?
Setting project requirements
3. A preflight profile for a commercial offset printer requires all images to have an effective resolution of at least 300 ppi. A designer places a 300 ppi image and then scales it to 150% of its original size in InDesign. Approximately what is the image's effective resolution after scaling?
Editing digital graphics
4. Which InDesign feature allows a designer to see and replace all fonts used in a document, including any that are missing?
Managing assets and project files
5. After using File > Package in InDesign, which of the following files would a designer find inside the generated folder?
Editing digital graphics
6. A red plus sign appears on the out port of a text frame in InDesign. What does this indicate and what is the correct way to resolve it?
Setting project requirements
7. A designer is preparing a four-page brochure for commercial offset printing. The job uses two PANTONE spot colors and no process inks. Which color mode should the InDesign swatches be set to for accurate output?
Communicating with colleagues and clients
8. Which item is NOT typically included in a professional delivery memo sent to a commercial printer along with a packaged InDesign job?
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