Packaging Files & Exporting PDF

When sending files to a client, you need to make sure every bit of the file is there, its labelled correctly & in the right formats. There are a few ways of saving & exporting files to clients. More common to save the file as a PDF now , rather than a JPEG. The PDF can store more information an be opened as many times, without losing the quality of the images.

We looked at two ways of making sure your work is filed correctly for the client. On Indesign.

With images you are placing into indesign you will also need to create a link. As if they aren’t saved in the same file as the indesign file, they will be lost when transferred from computer to computer. Linking in your images also makes it easier for you to find them this way.

Go to Window – Links


Any images that you have inputted into your work, will be displayed here. To show the link is connected you click on the small chain icon. That will bring up the folder the image is in.


Important to remember to package any work, if personal or professional. Very good way of keeping files together organised.


Go to File, at the bottom of the list is Package.



Will bring up a summary of what you are packaging. It will tell you how many images you have , if there linked in correctly, font usage & colour. Nice description allowing you to double check you have all the right components.


This will appear after you click package. Its rarely used within industry. Could input instructions here but normally that is taken place via the phone or email, with your client.


Then ask you to create package folder. Giving you a list of options there, tick the ones that are relevant to what you want to package, likely would just leave what is suggested.


Now you have a one folder where all your items are displayed correctly. Making it easy for client to find the relevant pieces. Good to get into the habit of doing this, as its how clients expect files to come.


Another widely used form, an highly recognised in the industry.

File – Export.


Name the file. Keep it relevant to what the project is & who its for.


A summary box appears, giving you overall view of what the document contains. You can choose how many pages you want to save, the quality of the file, always kept to high if possible. Higher quality the file, the higher the file size will be, so you will have to take that into account.


Marks & Bleed section. You can make small changes, but you would have set up your bleed before creating the document. There is a box stating use the document settings.

The output setting would just leave alone.

You may get a warning triangle somewhere on the summary , letting you know that something isn’t right,  it maybe you haven’t connected the links properly, a colour cannot be saved due to presets, an so on.

Handy to know two different ways of saving files, as some clients may prefer one format over the other. When sending the packaged file have to think about the size of the file, can the client open it . Good to get use to packaging items.




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