Guide

Prepare client-ready PDF packets

Client packets often include forms, agreements, and references. A clear order and the right file size make delivery feel more professional.

Prepare client-ready PDF packets

Client packets often include forms, agreements, and references. A clear order and the right file size make delivery feel more professional.

Recommended workflow

  1. Merge source PDFs into a single file.
  2. Split sections if the packet needs to be modular.
  3. Compress images to keep the file size manageable.

Delivery checklist

  • Confirm page order and readability.
  • Check that scanned pages are upright.
  • Add a cover page with contact details.
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