Prepare one client PDF packet in the right order

Confirm whether the recipient wants one packet

If the request lists separate uploads for an agreement, invoice or supporting documents, keep them separate. If it asks for one PDF, write down the required order and which pages belong in the packet.

Work from copies of the approved PDFs. Keep different clients’ records separate and check that every included page belongs to this handoff. Convert other formats separately when needed; a PDF merge is not a general file converter.

Arrange the pages before reducing file size

Put the documents in the requested order, remove only unneeded duplicate or blank pages, and check orientation. Do not remove a required page simply to meet a size limit.

Keep signed and interactive originals intact. A visible signature image is not proof that a digital signature remains valid after a document changes. Use a form-aware workflow when those properties matter.

Measure the merged result and reopen the saved copy

Compare the prepared PDF’s actual bytes with the receiving limit. Merging is not compression and can produce a larger file. If it already fits, there is no size-related reason to reduce image quality.

Download and reopen the saved PDF. Check the total page count, order, names, dates, amounts, links and readable small text against the originals. A preview or download handoff alone does not prove the saved packet is complete.

If the packet is still too large, review compression options or ask the recipient for an approved alternative. Use a sharing link only when the recipient permits it and you have checked its access settings; a link is not a substitute for a required attachment.