Good2Go Basics

Lesson 1: Adding files to Good2Go

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). 

Drag and drop!

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… 

Client uploads (upload to a folder)

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. 

Submitting a folder of files

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. 

Order Portal

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. 

Lesson 2: Review & Approval

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

To send a document for customer review, select the PDF to be sent, then select “Send for review” from the action menu.

Like other functions in Good2Go you get an option to send the review notice from Good2Go, or copy and past the review link into your own email. 

IMPORTANT:  Be sure to set up your default Review Comments under your account Settings. This will save you time typing in basic instructions for your clients. 

PDF and image file formats such as JPG, GIF, and PNG are supported by the review engine.

New “Quick Job” feature!

Check out the short video on what the new Quick Job feature! This will allow you to quickly send out documents for review and print approval in a snap! 

 Want to add Review & Approval to your MIS?

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

Need help?

At Good2Go, our support policy is simple… if you need help, we’re here to help. Just submit a support form and we’ll get back with you as soon as we can. In most cases the same day.

the reviewer experience

More Review & approval features…

Multiple reviewers

If multiple people need to review a document on the clients side, they can forward the review link to additional co-workers for their input. 

Another way is to change the customers email address after the first review and resend the same document to a 2nd or 3rd reviewer.

The advantage to this approach is each reviewers comments are captured separately and recorded in the document history. 

2-way reviews

Need to point out an issue or verify a specific change? No matter the reason, if you need to mark-up a document just click on the preview and use the mark-up tools to mark up the issues and questions you want to confirm.

From there, just send the review and the customer will see your comments.

Allow document download

Do you need to send a document to a customer? Maybe you need them to make a change on their end to a document you’ve also made corrections too? 

To send a document to a customer, just select the file and select “Download” from the action menu. Then select “Copy Link” and send that to the customer in an email. 

Another option is to allow them to download a document from the PDF review window. To do this, simply turn on “Allow File Download” and send the customer a review copy. 

Review History

Good2Go captures all review comments and approval selections creating a record of the review and approval events if needed down the road. 

Have a question?

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

lesson 3: PDF Preflight

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. 

How Preflight works 

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. 

What’s checked in the PDF?

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. 

Portal preflight summary

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. 

PDF Preflight summary

Using the Annotated Preflight Report

Downloading the report

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

Viewing the report

To view the interactive report, you need to have PitStop Pro installed (latest version) or download Enfocus Status Check for free.
(Adobe Acrobat Required)

Reading the report

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!

lesson 4: Setting up an order Portal

  • Make a folder
  • Activate it as a portal
  • Get portal link
Create an Order Portal

The portal icon is shown when a portal is activated.

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. 

1. Portal Link dialog.    2. Center page URL.    3. “Request a Quote” link.    4. “Submit a Job” link.

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