Getting Started with Your Plavidian Account

Step 1

Sign in or create your account

Use your customer login to access your dashboard, job history, estimate requests, proofs, invoices, and uploaded files. New customers can create an account before submitting an order or requesting an estimate.

• Use the email address connected to your company or account.
• Use Forgot Password if your account already exists but you need a reset.
• Once logged in, your name or company appears in the header.

Step 2

Use your dashboard to find jobs and next actions

The dashboard is your home base. Search by job number, PO, job name, customer, status, or type. Status cards and badges help show which jobs need attention.

• Awaiting Proof Approval means a proof is ready for review.
• In Production means Plavidian is producing the job.
• Ready for Pickup means pickup details are available.

Step 3

Order online, or ask for an estimate

Most standard print does not need an estimate. Pick the product, choose the size, stock and quantity, see the price, and order. You can do that without an account, and a Plavidian account is what lets you track it afterwards.

Standard online order: choose the product, configure it, see the price, add artwork, choose delivery or mailing, order.

Paying: printing can be paid by card when you order online. USPS postage for a mailing is paid by check or wire transfer, and no mail is released to USPS until the full postage has been received in cleared funds.

Custom project: submit the specifications, we prepare an estimate, you review it, and accepting it becomes the job with nothing re-entered. Use this for unusual finishing, large or versioned mailing programs, anything with a data or targeting component, and anything you want a person to look at first.

• Include your PO number when available.
• Add due date or in-hands requirements in the notes.
• For mailings, select the mail class when known: Marketing Mail or First Class.

Step 4

Upload artwork, mailing lists, and support files

Upload production files from the job page. File descriptions help Plavidian route the file correctly, especially when a job has artwork, inserts, envelopes, mailing lists, postage documents, or support files.

• Use PDF files for print artwork whenever possible, set up to the file setup specs.
• Use clear names like Job1048_Postcard_Final.pdf or Job1048_MailingList.xlsx.
• Artwork is checked one side at a time and graded A to F. Highlight Issue shows each finding on the preview; fix it and upload again, or choose Proceed With This File and Plavidian staff will review the file and attempt to make it print-ready.
• When a job is complete, customer uploads are disabled to protect the final job record.

Step 5

Review proofs and approve production

When a proof is ready, open the job and review the proof carefully. The proof viewer includes zoom controls so you can inspect details before approving.

• Click Approve Proof when the artwork is correct and ready for production.
• Click Request Changes when edits are needed, and include clear comments.
• Approving a proof tells Plavidian to continue production using that proof.
• Before Approve Proof goes through, open the 3D preview and view both sides. Download proof (PDF) gives you a watermarked copy for review; it is not a print file.

Step 6

Track your order summary, invoice, and pickup or delivery

The job summary shows final customer-facing information such as invoice number, sales tax, final invoice total, pickup status, delivery details, postal reports, and the Plavidian Assurance™ Report when applicable.

• Final Total reflects the invoice total after sales tax when synced from Xero.
• Ready for Pickup shows Plavidian pickup address and phone information.
• Out for delivery shows a Track your delivery button while a local delivery is on Plavidian's van; the out-for-delivery email has the same link.
• Completed mailing jobs may include a downloadable Plavidian Assurance™ Report.