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PDF Checklist

PDF workflow checklist for merge, split, and reorder

Use this checklist to clean, organize, and export PDFs with fewer mistakes.

Whether you are combining scans or extracting pages for a client, a quick checklist saves time.

Follow these steps to keep page order, naming, and output quality consistent.

Before you start

  • -Confirm the correct source files and versions.
  • -Rename files so the order is obvious.
  • -Remove duplicates or blank pages if possible.

Output review

  • -Check the first and last pages for layout issues.
  • -Verify the total page count matches expectations.
  • -Confirm any forms, links, or signatures still work.

Core PDF tasks

Merge files

  • -Upload all PDFs in one batch.
  • -Reorder the files before merging.
  • -Download and spot-check the final file.

Split or extract pages

  • -Define the page ranges you need.
  • -Extract or split into separate files.
  • -Rename outputs for clarity.

Reorder and rotate

  • -Drag pages into the correct order.
  • -Rotate any sideways scans.
  • -Export a clean, updated PDF.

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