Getting started with Good2Go!

Following are some short tutorials that will help you get up and running with Good2Go in no time. 

Set-up your Branding
Setting your Preferences
Importing Your Customer Database
Interface Roadmap
Icon Key
Online Proofing Tutorials
Track Proofing Results
Adding files to Good2Go
PDF Preflight
Order Portal Setup
Documentation & Tutorials (Beta)

Setting up your Good2Go environment with your company information and system preferences will provide a better user experience for you and your clients. This process should take about 10 minutes. 

1. Resize your company logo to maximum of 560 (width) x 120 (height). Save as a PNG and make sure it’s under 1MB in size.
2. In Good2Go open the Account page under your user name (upper right).
3. Enter a user name for use with the account. (A) This will be displayed in various emails sent by Good2Go. 
4. Scroll down to the “Team” section and enter your company name as the team name. (B)  This name is used in emails to identify who the email is from.  
   Example: Progressive Print
5. Click on the button for “Company Logo and Website“. (C)
6. Drag and drop your resized logo on the import target.
7. Fill out the other company information. Email, web site and customer service email. 

IMPORTANT: be sure to include the “https://” in any web site URLs entered. 

1. The company logo and name are used in the layout of the email sent to the customer.

2. The logo is used on the review page and other customer pages to reenforce the branding.

3. The account holder name and email is used to personalize the contact information.

4. The email header is formatted to show the company name, action and a summary of the email so the user knows who’s the email from. 

Setting up your preferences will help save you time in many ways! See below for how to set up the most important settings. 

1. In Good2Go open the Settings page  under your user name (upper right). 

2. Select the Edit button in the upper right corner.

3. Make selections for your desired unit of measure, and date format.

4. Set-up your default deadline. The deadline is used by the automatic reminders to help remind customers of important deadlines.

5. Default review message. This is the default message used when sending out a document for print approval. This message can be changed on a case-by-case basis. 

Sample message:
Click on the “Review now!” button to review and approve your layout for print. Approval is required before we can produce your job. Please contact us if you have any questions. 

6. SAVE YOUR CHANGES! At this point, be sure to save your changes for the settings made so far. 

7. Set Auto Reminders. These are relative to the deadline/due date defined for any specific job. Once a customer reviews a file, no more reminders will be sent out. 

Custom labels are great for communicating different phases of production such as “In Prepress” or “Ready for print“. Also, it’s useful to communicate tasks such as “Check images” or “Waiting on client”
. Lastly, if you plan on using Good2Go with an automation platform such as Enfocus Switch or Zapier, custom labels can be used to trigger workflows. Due to the variety of options, we encourage you to contact us if you want to know more about using labels to trigger workflows. 

When a file or folder has been tagged with a custom label, a mini badge will be created and applied in the different lists in Good2Go. 

You can apply custom labels from the file “Details” page, the side-bar or when. job is added to Good2Go using the “Create” fun ction. 

Items in blue will be shown to document reviewers. Review the screen shot below to see our recommendations for review tools.

The three primary views in Good2Go and what their primary purpose is.
Click on an image to learn more about that view.

Click here to view the details for each view.

The following lessons assume you have set up your branding, and Good2Go preferences.

Online Proofing Tutorials

For the above to work, be sure to have your default settings defined for the default due date and the default review message. Also, be sure to define your reminders so that the client is reminded if they don’t respond.

Quick Job Interface. (“Create” is similar)

1. Drop area for the document to be sent.  
2. Email entry box.   
3. Review message. Auto-fills with the default image.    
4. Default deadline automatically filled in.

Includes the “Create” button. Context menu, orders and more. 

Proof Results Notification emails

Above are examples of the three proofing result notification emails. Note the email includes any comments and notes any mark-ups the client may have made. Clicking the “Review Now” button takes the receiver right to the file in Good2Go.

Tracking your proofing results.

In addition to email notifications when a file is reviewed, Good2Go provides several places and ways to see all the reviews, the status and the results. 

The above Team Workspace shows files and orders based on when they were last changed. This is a great place too see at a glance if the client has reviewed the document and what the status is.

Got a favorite view? Bookmark it!

Most views in Good2Go, including specific searches, you can bookmark and add to your favorites toolbar for quick access. 

There are two primary ways to import a file into Good2Go. One is for Good2Go users (drag and drop) and one for external customers (upload links). 

Just click and drag your file onto the Good2Go interface and your file will be uploaded. If you want your file uploaded into a specific folder, be sure to open it first. 

File formats supported include just about everything. PDF, EPS, PSD, IND, PPT, XLS, DOC, TIFF, JPEG, etc… 

For external customers, create a folder and enter the customers name and email. Then from the folder action menu, select “Send upload link”.

You can then send the upload email right from Good2Go, or copy the link and add it to your own email. With the upload link the external customer can just drag and drop the files into Good2Go and the folder you created. Good2Go will notify you with an email when the customer uploads a file. 

Folders to be submitted to Good2Go should either be compressed into an archive (.ZIP) or the contents of the folder can be uploaded individually or in mass. 

Note: Safari on MacOS supports automatic archiving of a folder when dragged and dropped on the Good2Go upload screen. 

Portals provide a simple workflow for clients to submit files with job information. Portal links can be sent to clients directly, or links can be used on a web site for clients to submit an order. 

A default portal is provided, but any folder can be made into a portal by selecting the “Make portal” option on the righthand information region of the Good2Go desktop. 

See Section 4 for how to set up a Portal. 

Good2Go provides a PDF document review and approval service with a variety of mark-up tools.

Don’t be shy, submit a support form and we’ll get back you as soon as we can!

The super awesome Pitstop PDF preflight in Good2Go is provided under license by Enfocus Software. PitStop Pro is the best selling, most used PDF preflight and PDF editing tool in the print service provider industry. If you’d like to learn more about what PitStop Pro can do to help you correct common PDF issues, click on the Enfocus Technology Logo to be linked to their web site. 

Any time you upload a PDF to Good2Go it will be run through the Preflight service provided by Enfocus Pitstop. When done, you will see the results in the file summary pane, and you can view the detailed results under the “Preflight” tab of the file details section. Along with this, Good2Go provides an annotated preflight report that allows you click on the error message and see the offending object on the page. A great way to find the source of any errors. 

The preflight service looks for a large variety of possible issues in your PDF files. Those issues include: missing fonts, low resolution images, bleed settings, overprint and transparencies, ultra-small line weights, spot colors defined, and more. The checks enabled focus on typical issues and common parameters for offset and digital printing. 

Part of the order portal, the preflight summary provides a quick view at the most critical aspects of a PDF file for print. Page size, and number of pages are compared to the product specifications defined by the customer. 

Download from the preflight details window.
Note, there is also a JSON version for the workflow integration types. 

To view the interactive report, you need to have Adobe Acrobat  installed. 

Open the PDF with Acrobat. View the list of errors and warning found in the PDF. Select an error and the object with the error will highlight on the screen. Easy-peasy!

Visit our API page to learn more about integration opportunities with your MIS, ERP or other workflow systems.

Making an order portal is easy. First make a folder. Give it a name you’ll know what it is. With the folder selected, on the right panel turn on “Make Portal”. You will see the portal Icon appear next to the folder.

From the context menu, select “Portal Link”. This will give you the link to the portal center page (below). From there, you can navigate to a “Request a Quote” (3) or “Submit a Job” (4). These links can be independently posted on your web site or shared with customers. 

Share your ideas for features, support articles, other services to integrate with. We’d love to hear your thoughts!