Objective and when to use it
Export to PDF when recipients need a consistent visual document. Finish editing and accept tracked changes first.
Recommended flow
- Set page size, margins, fonts and headers.
- Export with the required accessibility and quality options.
- Inspect page breaks, links, tables and images.
- Use a clear filename and retain the source separately.
Care points
Fonts, fields and external links can behave differently after export. Check the PDF on the device and workflow where it will be used.
Checklist
- Final edits accepted
- Layout and page breaks checked
- Links and text searchable
- Filename, metadata and recipients reviewed