How to Set Up Presentation Folders for Design

Floating presentation folders with business cards
Shop Folders at Printivity

Last updated on May 16th, 2023 at 03:22 pm

Know The Basics

Sometimes designing for a specific product, like presentation folders, might seem intimidating compared to a simple color copy or business card. But when you break it down to the basics, you will see it’s simple to design a folder!

The initial set up for your presentation folder file should start like any other product that you are designing for print. Open a fresh file in whichever program you feel the most comfortable designing in. We recommend designing in InDesign because of the advanced color management and the flexibility of control of your presentation folder design. Verify that the color profile is set for CMYK.

*Pro tip: Printivity offers Pantone color matching and hard copy proofs upon request for color critical orders.

All images and visual content should be designed at 300 DPI for high quality folder printing. If content is designed under 300 DPI it runs the risk of being blurry and/or pixelated.

Get 20% off your first order at Printivity banner ad

The Right Dimensions

9”x12” is the standard dimension of presentation folders in order to neatly fit letter size sheets in the 4” pockets. Adding pockets is a traditional option for folders and you can choose to have them on the right side, left side, or both sides.

For the sake of this article, we will use the full bleed dimensions for a folder with both pockets, 16.25” x 18.25”. You will need to extend the background of your design an additional .125” on each side for the full bleed effect. In addition to adding full bleed, please be aware of the folder safety margin, which is the additional .125” from the final “cut line” that starts at 16”x18”. It is important to accommodate for the safety margin in order to avoid the risk of important content from getting cut.

Designing Page 1

Now let’s take a couple steps back. A presentation folder with pockets is printed on a single sheet of paper, folded, and glued for the finished product. Because of this, page 1 of your file will include the outside front and back cover as well as the outside of both pockets. The covers are the top 12” of the file, with the right side being the front cover and the left side being the back cover. The bottom 4” will be the pockets. We’ll get into more details about designing for the folder pockets later on in the article.

Designing Page 2

If you are planning on ordering single sided printing and you want the interior of the presentation folder to be white, you can skip this section and go straight to pockets! However, if you want to utilize all printing space for branding and advertising, we recommend taking advantage of double-sided printing.

Inside of the presentation folder is will include the inside of the pockets, which will cover the bottom of the design.

Due to the pockets at the bottom, the top 8” of the folder’s design will be the most visible. It is still recommended to extend your presentation folder design to cover the full sheet for a cohesive look.

When choosing what to include in the design of the interior of the folder, remember that this part of the design will be covered by your brochures, flyers, and other marketing materials. Choose content that that emphasizes your brand, separates you from competitors, and leaves a lasting impression.

Take Advantage of Printed Pockets

Adding pockets to your custom presentation folders gives you more opportunity to reach your customers. The pockets will be the most visible content when your folder is open, so be sure to include eye-catching images and branding.

Setting up the design for the pockets is the most unique part of designing presentation folders. As previously stated, the pockets will be printed on the same side of the sheet as the outside covers. In order to keep your design in the correct orientation, you will need to flip the pocket design upside down. Also remember that the left pocket will need to be designed on the right side (front cover) of the folder.

Include the outside of the pockets when designing for the front of the presentation folder

Other unique features of the presentation folders pockets are the center die cut and the optional business cards slits. Be aware that pocket folders require a diagonal die at the center fold that could cut up to .625” at the farthest point on each side. The best practice would be to keep all important text and content away from this cut line.

Business Card Slots

When your presentation folders include pockets, take advantage of the opportunity to give a customer a small piece of you and your brand to be remembered by. When including business cards in your folder, it comes with numerous options for the orientation and number of slits that hold the card. Business cards are not automatically included, so remember to order custom business cards in your presentation pocket folder order!

You will need to make this decision before completing your presentation folder design, otherwise you run the risk of covering your design. The business card slits will be located in the center of the pocket and approximately 4” long. Horizontal slits are 2.5” in from the center fold and outside cut line, 1” from the top of the pocket, and .75” from the bottom of the pocket. Vertical  slits are 3.25” from the outside cutline and 3.5” from the center fold, and .25” from the top and bottom of the pockets.

Save as PDF-X1a

If you have designed your pocket folder file in Photoshop or Illustrator, you are able to save your file as a PDF-X1a, which is the preferred file format to be submitted to Printivity. Once you have completed your design, go to “File” in the left hand corner and click “Save As” in the drop down. Change the format to “Adobe PDF” in Illustrator or “Photoshop PDF” in Photoshop in the format field at the bottom, then click “Save”. Another pop up will appear. In the “General” section update the “Adobe PDF Preset” to “High Quality Print Modified”. Under that, you will need to update the “standard” to “PDF/X-1a”. Before saving, make sure that the compression is set at “Do Not Downsample” in order to maintain high resolution. Once you press “Save PDF” you are done!

Choose PDF/X-ia under standard setting and Do No Downsample Compression when saving a Photoshop or Illustrator file to PDF.

If you are unable to save as a PDF-X1a, Printivity also accepts PDF, Illustrator, Photoshop, and Indesign files.

Other Quick Tips For Custom Presentation Folders

Once you have completed the layout and presentation folder design, you are ready to place your order! To add a luxury look to your custom folders, we recommend choosing any of our coating options. Printivity offers two types of gloss coating: UV Coating and Gloss Lamination. Both options add a shiny finish, enhance the colors of your design, and protect your prints of normal wear and tear.

UV Coating is only able to be applied to the outside of the pocket folders regardless of single or double sided folder printing. While Gloss Lamination would be applied to each side of the folders has been printed on. For a more soft and dull appearance, we offer Matte Lamination that will be applied to each folder side that printing was ordered.

Download folder templates directly from before you start designing. Once you’re ready to order, or have questions during the ordering process, contact our expert customer service department at 1-877-649-5463.

Don’t have time for to design your presentation folder? Printivity has you covered! We are offer graphic design services to help you get your designs ready and printed quickly!


Please enter your comment!
Please enter your name here