Consistency: Different products (business cards, postcards, posters) require different sizes and bleed. Templates ensure the right rules apply every time.
Efficiency: Automated checks flag issues immediately so you don’t spend time manually inspecting files.
Customer guidance: When you enable customer pre‑checks, clients see errors before they send files, reducing back‑and‑forth.
Go to Settings: Sign in as an administrator and click your avatar → Settings. In the left sidebar choose Preflight then Preflight presets. You’ll see a list of existing templates with a button to create a new one.
Click New template: Select New template (sometimes labelled New preset). A form opens where you can define the rules for the template.
Name your template: Give it a descriptive name, such as “Small Format Digital” or “Large Format Poster”. Templates are intentionally broad; the exact page count and finished size are set when you configure each job.
Choose a product category: Select the general product preset (e.g. small format digital, large format). The fields for trim size and page count will be filled at job level, so you only need a few high‑level templates.
Define required checks: Use the checkboxes and fields to specify which elements Artworker should validate or display:
Page count & finished size: Include these if you want Artworker to check that a file matches a specific number of pages and trim size. You’ll enter the expected values when you add preflight checks to a job or file. Until then, these checks are inactive.
File types: Choose the acceptable file formats (usually PDF).
Bleed: Specify how much bleed is required (e.g. 3 mm or 4 mm). Artworker will flag files that don’t meet this requirement.
Safety zone: Set the margin that should remain clear of important artwork. This doesn’t generate a pass/fail result; instead, it draws bleed, safety and trim guides on the file viewer to help you visually assess placement.
Image resolution: Set the minimum dots per inch (DPI) for images.
Embedded fonts: Require all fonts to be embedded.
Customer pre‑check: Enable this option if you want clients to see preflight warnings before submitting files.
Save the template: Click Save to add the template to your list. The new preflight preset is now available whenever you upload artwork or configure a job. When you apply the template during job setup, Artworker will prompt you to enter the expected page count and finished size (if those checks are enabled). The system then uses these job‑level values alongside the template’s rules to run checks and display guides.
Open Preflight presets: Go to Settings → Preflight → Preflight presets.
Select a template: Click the name of the template you want to edit. The editor opens with the current settings.
Make changes: Adjust bleed, safety zone, resolution, file types or enable/disable the page count and finished size checks. Remember that the finished size and page count remain job‑level settings; if those checks are enabled you’ll supply the expected values when you configure preflight for a specific job or upload. Then click Save. Your changes will apply to future preflight checks using this template.
Delete a template: If you no longer need a template, click the three‑dot menu next to its name and choose Delete. Confirm the deletion. Deleting a template does not affect any previously run preflight results.
Applying in jobs: Within a job, choose Add preflight checks or Configure preflight. First specify the finished size and page count for that job part if these checks are enabled, then select a template. This ensures all files attached to the job meet the template’s requirementsapp.artworker.io.
Customer portal: If customer pre‑checks are enabled, clients will see warnings about missing bleed, low resolution or other issues when they upload. The page count and size they choose are validated against the job‑level settings, and the viewer displays guides showing bleed, trim and safety zones.
Create separate templates for each product type to avoid mixing up size and bleed settings.
Use descriptive names so team members know which template to choose.
Review templates regularly as your production standards change—update bleed size or image DPI as needed.
By investing time in well‑defined preflight templates you save hours of manual checking and reduce errors, ensuring your print jobs run smoothly from the first upload.
