Document handoff
Documents and handoff tools
Use this collection for source-document review before sending a file, converting to PDF, uploading to a portal, or handing a document to a client, reviewer, school, or teammate.
Step 1
Check structure and readability
Review headings, text extraction, word counts, style usage, and accessibility-like structure signals before a document leaves your workflow.
Step 2
Prepare Office to PDF conversion
Use layout and quality checklists before temporary Office conversion, then inspect the PDF output for page size, metadata, file size, and checksum needs.
Workflow notes and help
Review DOCX, ODT, Office, PDF, comments, links, styles, images, and conversion risks before document handoff.