Tool chooser

Which upload-prep tool should I use?

Upload portals fail for predictable reasons: wrong format, wrong size, too many pages, unsupported archive contents, oversized images, or metadata and naming surprises. Inspect first, then produce the final copy.

Decision map

Start with the closest job

1

Confirm the file is what the portal expects.

Check file type and size first

Use when
Use this path before retrying a rejected upload, especially when a file was renamed, downloaded from email, or exported by another app.
Avoid when
Do not assume the extension proves the content type. A renamed file can still be rejected by destination systems.
2

Check page count, page size, size drivers, and final compression.

Prepare a PDF for a portal

Use when
Use this path when a portal accepts PDF but rejects large files, unusual page sizes, passwords, or malformed packets.
Avoid when
Do not compress before removing extra pages or fixing page order. Compress the final packet, not an intermediate copy.
3

Match dimension, ratio, format, file size, and metadata expectations.

Prepare images for a portal

Use when
Use this path for profile photos, product images, screenshots, identity-style uploads, or image requirements listed by a destination site.
Avoid when
Do not rely on DPI metadata alone. Pixel dimensions, file size, format, and source quality still decide whether upload output works.
4

Check ZIP contents and paths before sending a package.

Prepare an archive upload

Use when
Use this path when a portal asks for a ZIP, source bundle, evidence packet, or multiple files in one upload.
Avoid when
Do not extract unknown archives blindly. Listing contents first is safer than opening every file without context.
5

Validate data shape before uploading to a CRM, store, spreadsheet, or reporting system.

Prepare CSV or spreadsheet data for import

Use when
Use this path when a portal expects rows, headers, delimiters, required columns, or an XLSX handoff file.
Avoid when
Do not use format conversion to guess business rules. Confirm required columns and values against the destination system.

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