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Print and PDF checklist for a annual report

Freeze approved content, confirm production requirements and inspect the exported annual report as a separate final file.

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Practical publishing guidance based on Megal Publisher’s documented page, text, image, table, review and output tools.

Practical workflow

Work through the publication in a fixed order

Separate content, structure and proofing decisions so a late correction does not undo earlier work.

Freeze the approved content

Do not begin final output while facts are still moving. Confirm cover and reporting period, leadership overview, activities and outcomes, financial or performance information and governance, contacts and acknowledgements and record the approved revision. Reported figures, dates, names, financial tables, claims and source notes require formal sign-off and version control.. Run spelling, design and accessibility reviews, then save the editable .mpub before creating a PDF. A later correction needs a new proof; editing after approval without repeating review breaks the audit trail.

Confirm production requirements

Preflight page count, contents references, running headers, colour, images and signed-off figures in the exact final PDF.. Ask whether the destination expects RGB or process CMYK handling, bleed, crop marks, a particular page size or another PDF standard. Megal Publisher provides PDF output choices, but printer requirements remain external. Crop marks should be added only when requested, and bleed matters only when artwork intentionally extends beyond trim.

Choose and understand the PDF route

Megal uses Exact Layout + Search for every PDF export: the browser-rendered page preserves visible appearance while a searchable text layer, tagged structure, image alternatives and safe hyperlinks are added separately. This does not remove the need to proof every page and does not claim PDF/UA or PDF/X certification.

Inspect the real final file

Open the exported PDF independently. Verify page count, order, size, trim and bleed boxes, text, images, transparency and links. Inspect critical detail at 100 percent and print a representative physical proof where the annual report will be printed. Check that the result still avoids treating design sign-off as evidence sign-off and releasing attractive pages with outdated figures. Archive the approved PDF with the editable project and source notes.

Use before sign-off

A short working checklist

Final output checklist

  1. Content, data and revision identity are approved before export.
  2. Page size, orientation, bleed and crop-mark requirements are confirmed.
  3. The selected PDF route matches the priority of editability, search and appearance.
  4. Every exported page is inspected outside the editor.
  5. A physical proof is checked when size, folds, binding or stock matter.
  6. The approved PDF and editable .mpub are archived together.
Keep the source and proof together. Megal Publisher can keep the page objects editable in an .mpub project. Preserve the source facts and the approved output as separate records so later changes can be checked.

Continue the workflow

Related annual report guides

Move to the next production decision or compare the same task for another publication format.

Foundational references: Microsoft Publisher alternative · Direct PUB import evidence · Megal Publisher instruction manual.

Build the reviewed version in Megal Publisher

Start from a blank page or an appropriate editable design, keep source facts beside the project and make a fresh proof after the final change.

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