A small office checklist for PDF attachments
By PDFEditor.ae · Published
Prepare
- Export quotes, invoices and contracts to PDF from the program that made them.
- Combine an invoice with its supporting documents — delivery note, purchase order — into one file with Merge PDF.
- Use one naming pattern for everything (see the file naming guide).
Review
- A second person checks amounts, dates, VAT figures and the customer name against the source.
- Every page is present and upright.
- Contracts are signed and dated where required.
Send
- Check the size against the customer's email or portal limit; compress if needed.
- Password-protect documents with bank or personal details, and share the password by phone or a separate message.
- Keep a copy of exactly what you sent, with the date.
Make it repeatable
Write the three stages on one page and keep it next to whoever sends documents. A fixed routine catches more mistakes than careful intentions.