The professional editor directory
Editors Portal

How to Prepare a Document for Proofreading

Preparing your document properly can make proofreading more efficient and help the proofreader focus on the right issues.

Key takeaways

  • Send the most complete version you can.
  • Explain your deadline and English variant.
  • Mention formatting, referencing or style requirements.

How to Prepare a Document for Proofreading

Preparing your document properly can make proofreading more efficient and help the proofreader focus on the right issues.

Before sending a document, make sure the text is as complete as possible and that the proofreader has the information needed to work accurately.

Finish major revisions first

Proofreading should usually happen after major rewriting. If you rewrite large sections afterwards, you may need another final check.

  • complete draft
  • avoid major later changes
  • proofread near the end

Provide context

Tell the proofreader who the document is for, what English variant to use and whether any style guide applies.

  • audience
  • English variant
  • style guide

Check practical details

Make sure files open properly, comments are acceptable and deadlines are realistic.

  • file format
  • tracked changes
  • deadline

Editors Portal tip

When in doubt, describe the document rather than trying to choose the perfect service label. A good enquiry explains the word count, deadline, document type, subject area and what you want improved.

Related editor categories

Can I ask an editor which service I need?

Yes. A clear brief lets editors recommend the appropriate level of support.

Is the cheapest option always best?

Not necessarily. Price should be considered alongside experience, document type, deadline and service level.

Should I leave enough time for review?

Yes. Important documents benefit from enough time for editing, review and final checks.

Need help with a document?

Use Editors Portal to browse editor profiles or request quotes from relevant categories.

Get editing quotes