Guide8 min
Before the batch: design, names, and a careful preview.
Separate what stays on the page from what changes. Check the list and preview the details before making the PDFs.
July 27, 2026
The small decisions around the files: design, names, previews, and the final handoff.
Separate what stays on the page from what changes. Check the list and preview the details before making the PDFs.
Plan the handoff: recipient checks, a useful message, Gmail quotas, and another route for the files.
A design, a collection of PDFs, or hosted credentials? Choose what the recipient needs rather than a universal winner.