Export to PDF

Export the contract packet to PDF and save it as Contract_Packet_Final.pdf in the Legal Reviews folder. Ensure bookmarks are generated for each section, the document is optimized for printing, and the file is the one I can email to the client before 3 p.m.

Before you export the document to PDF for client review, make it easy for procurement to find price and terms: create a PDF bookmark for Pricing, move the savings table to the front of the Pricing section, flatten any embedded spreadsheets so numbers don’t shift, and run a quick proof to confirm hyperlinks and footnotes survive conversion.

I exported the brief to PDF and the footnotes turned into inline text and several legal-links no longer work. I’m sending this to counsel and don’t want to look sloppy. I am the drafter and have until 5 p.m. to send it. What’s the quickest reliable method to produce a clean PDF with intact footnotes and working links and how do I prevent this in future exports?

Across projects we keep sending PDFs that lose bookmarks, footnotes, or live links, forcing follow-up emails and re-exports. It costs credibility and time. Which habit should I change—template usage, export settings check, or a one-step QA routine—and give me a concise, repeatable pre-export checklist I can use for every client packet.