File support
Start with a clear, complete document set.
File requirements can vary with the source documents and the finished booklet. Share general questions in your quote request, and wait for approved project instructions before transferring files.
Common project materials
Closing booklet projects commonly begin with transaction PDFs such as agreements, disclosures, reports, addenda, and closing materials. Keep originals organized and identify any documents that must appear in a particular sequence.
Large or unusual files
Very large files, mixed document types, incomplete scans, password-protected files, and unusually complex document sets may require special review. Mention them in your quote request so the appropriate transfer and handling expectations can be confirmed.
Before you send
Review files for readability, remove prohibited sensitive data where appropriate, and do not use the public request form to upload transaction documents. The supported formats, maximum sizes, and transfer process should be confirmed for your project.