Workflow Cheat Sheet

5. Check before delivery

Build 2.0.5 source review30 October 2026 · Revision 7Download this guide · PDF ↗
  1. Finish or revert the active preview. Run a final inspection with the intended scope, modules, profile and language policy.
  2. Review remaining findings and accepted exceptions. Check overset, tables, footnotes and other omitted structures manually.
  3. Keep the current report: open Logs → Activity & diagnostics → Copy document report. Paste the copied JSON into a file and save it with the job. A retained older report is not a fresh final inspection.
  4. Clear issue marks, or use Clear Style Map when that map is active. Check Conditional Text and visible layout; non-printing marks can remain in a saved document.
  5. Run InDesign Preflight and human proofreading. Export and inspect a clean proof PDF, including line endings, pagination and any corrected areas.
  6. Save the clean document as a new version and retain the required evidence.

For multiple documents, use Publication → Copy draft report while collecting, or Copy publication report after completing and reviewing membership, coverage and warnings. Publication includes document names; review before sharing. FINAL means collection completion, not automatic editorial approval.