1. Describe the purpose before the finish
Start with the jewelry category and the person or market it is intended for. A daily-wear pendant, a small collection of earrings and an occasional statement cuff can ask different questions about size, structure and care.
Say what you want a reference to communicate: the silhouette, the relationship between metal and stone, or a particular surface. Explain what should change as well. A reference is more useful when its purpose is clear.
2. Separate known details from open choices
You do not have to know every technical answer at the start. Give the dimensions you know, the material or stone you intend to use, the approximate quantity and the target launch period. Mark uncertain choices for discussion.
- Category and key dimensions, with units.
- Intended metal, stone identity and finish.
- Quantity and target market.
- Branding, packaging and required evidence.
- What is fixed and what can be reviewed.
A rendered image communicates appearance. It does not, on its own, establish dimensions, structural feasibility or a production specification.
3. Label what each file is for
Keep reference images, sketches, technical drawings and CAD files identifiable. If you have more than one version, state which is current and what has changed.
| File or reference | What it helps explain |
|---|---|
| Reference image | Visual intent and the detail you want to discuss. |
| Three-view drawing | Dimensions, relationships and annotated structure. |
| Manufacturing CAD | A technical source for professional review. |
| Approved sample | The identified physical reference and its recorded decision. |
Only upload content you have the relevant permission to use. If the project needs confidentiality or specific design rights, agree those conditions before sharing sensitive files.
4. Confirm the next decision
Close the brief with the decision you need next. It might be a technical review, a sample scope or a formal quotation. Give the target timing and identify the person who can approve changes.
Use the review to resolve assumptions about manufacturability, costs and lead time. Record the resulting version so later sample and production decisions refer to the same basis.
Before you submit: attach the current references, check key dimensions and units, state the target quantity, and mark any open questions.
Sources & further reading
- FORMTRUTH: custom studio ↗
Platform workflow reference; the actual project, quote and order define its terms.



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