Running GreenLight

Processing InDesign document to run general and custom checks.

Finding issues

Running GreenLight
GreenLight helps you quickly find and fix issues it identifies in your documents.

After GreenLight has run, you are prompted with a list of issues in a GreenLight Report table that you may wish to selectively investigate further. To do so:

  1. With the InDesign Type Tool chosen, hover your cursor to the left of the row you wish to investigate. When the cursor changes to an arrow pointing to the row, click to select a row in the table.
  2. With the row selected, run GreenLight again to run this single check again and to also explain why the check result was false (no).
Selecting a row of the GreenLight Report with InDesign’s Type Tool before running a single check

If the problem is related to an object on the page then GreenLight will take you to the position in the InDesign document and select the problem area.

An on-screen message is then shown with a brief description of the problem and a link to the accompanying GreenLight online Knowledge Base article containing information on what the problem is and how to fix it.

Dialog indicating that a check has found an image with resolution below 250ppi

If appropriate, other options can also be shown. For example, to open all missing font names in a text file.

If the document has been updated, and the problem no longer exists, the row will be coloured green the next time GreenLight is run, either when running with a single row selected or when running GreenLight across the entire document.

When a ‘yes’ row is selected you are taken to the info page for that check on the Circular Software Knowledge Base.

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Making and Removing Exceptions

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Some checks may have an exception allowed.

Some checks may be based on design guidelines but are not strictly required for successful production. In this case some checks may have an exception allowed.

To make a check exception select GreenLight Run menu > Add / Remove Check Exceptions and choose from the displayed list.

Tip: Hold the command key to multi select checks in this list.

A list of possible exceptions is showna and a button to 'Add selected check exceptions' to those selected

An example of this is image resolution. Every good designer knows the value of using high resolution images, especially for print. However in some circumstances it is not possible to source a truly high resolution version of an important image.

The low resolution dialog appears when a check detects an image below 250ppi

In this case, and if allowed by the Admin User when setting up the checklist, it may be possible to mark a low resolution image as an acceptable exception.

To keep track of allowed exceptions these are listed at the bottom of the GreenLight Report.

The info at the base of the GreenLight Report panel includes a list of any exceptions

Running the GreenLight check with exceptions allowed will disregard the resolution of images already marked as OK.

To remove one or more exceptions currently applied to a docuement, run the same command GreenLight Run menu > Add / Remove Check Exceptions to see a confirmation of the checks currently excepted, and select the ones to remove.

Tip: Hold the command key to multi select checks in this list.

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Re-running GreenLight

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Run the GreenLight process again to update the report.

After a change has been made to an InDesign document the GreenLight Report is no longer up-to-date. The GreenLight Report does not update itself, it needs to be re-run.

Repeat the running of the GreenLight process by clicking the GreenLight Mini Panel, or choosing the Greenlight Run menu > Run GreenLight to remove the old GreenLight Report and make a fresh one.

A GreenLight Report showing 'greenlit' status
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Run a GreenLight checklist on a document

Running GreenLight
Perform each of the checks in the active checklist on the InDesign document.

Click on the GreenLight Mini Panel, the GreenLight Main Panel button, use the keyboard shortcut (Opt + G) or choose GreenLight Run menu > Run GreenLight on document to run GreenLight.

The GreenLight Mini Panel

Running the GreenLight process will perform each of the checks in the active checklist on the active InDesign document.

  • If a row is selected within an existing GreenLight Report on the InDesign pasteboard, then GreenLight will perform that one specific check only. For further information please see The GreenLight Report
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Running GreenLight on multiple documents

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Run a GreenLight checklist on a folder of documents.

Run the GreenLight process across multiple documents by choosing GreenLight Run menu > Run GreenLight on Folder.

If you have documents open you will be prompted to first close them before running this command.

Navigate to a folder on your Mac to run GreenLight on all InDesign documents within. InDesign documents can be within sub folders.

Each InDesign document is then opened in turn, the GreenLight process run and the document then saved and closed.

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The GreenLight Report

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A visual list of checklist results is added to InDesign.

As the GreenLight process is run the GreenLight Report, a table of results and additional information, is created and added to the pasteboard outside the first page of the InDesign document.

  • The top row of the GreenLight Report table shows a total count of the issues found. The results are listed in the rows beneath.
  • Results for each check are either YES or NO. A YES result means the document has been set up as expected whereas a NO result indicates a problem.
  • Rows for checks with YES results are left in grey colour, and checks with NO results are highlighted in red.

The last row of the GreenLight Report panel shows the name of the checklist and the date and time that GreenLight was run along with word count, overall image file sizes and confirming the paper type applied and any exceptions made.

A sample GreenLight Report showing two issues found
A sample GreenLight Report showing 'greenlit' status with no issues found
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The ‘greenlit' status

Running GreenLight
When all GreenLight checks have a true result then the document is awarded a ‘green light status’ or is 'greenlit'.

The greenlit status proves that a document has been set up in the required and approved way according to all the checks for the current checklist.

Several indicators help you and others know when documents have achieved the green light status.

  • A notification is shown in OS X.
  • The top row of the GreenLight Report table is coloured green and contains the word GreenLight. Anyone opening the document can easily see that all the checks have been passed along with the date and time the document was checked.
GreenLight Report table coloured green with header containing the word GreenLight
  • The InDesign layer named GreenLight is coloured green in the Layers panel. The green light status can be seen from anywhere in the InDesign document.
  • The document icon receives a green stripe or border in the Finder (depending on your version of InDesign)
InDesign document icon with green border

Even those without InDesign on their Mac have a way to visually check whether a batch of supplied files have the green light status:

  • The document’s XMP metadata is updated. Adobe Bridge and other systems can see that the file has a green light status without a need to open the document.
  • The file metadata is updated. Apple Spotlight and other systems can see that the file has a green light status without a need to open the file.
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Running GreenLight