Outcome
You will download a PDF from the latest saved document and verify every page before treating the file as final.
Navigation path
Document Wizard > Review & Customize > Download PDF
Access
PDF output and any watermark or upgrade behavior follow the current account plan.
On this page
What you will accomplish
Goals
- Generate only after saves complete
- Inspect the downloaded artifact
- Correct problems at their source
Verified PDF export path
Treat the downloaded file as a separate artifact that must be checked after the source document is saved.
Saved document
No pending source changes
One PDF generation
Wait for a confirmed result
Newest downloaded file
Confirm its timestamp
Page-by-page review
Approve only the inspected artifact
- Saved documentOne PDF generation
- One PDF generationNewest downloaded file
- Newest downloaded filePage-by-page review
Before you start
Data, sources, and access to prepare
- A completed final-quality check
- All pending saves completed
- A supported browser download location
Prepare these details
- Close an older PDF with the same filename
- Confirm the current document and modified time
- Wait for images, maps, and fonts to load in Review
- Know where the browser saves downloads
Complete the task
- 1
Confirm the save state
Review & Customize
Wait until current document changes report Saved.
Expected result: No pending edit remains before generation.
If this does not happen: Return to the edited source section if a save error remains.
- 2
Start one export
Review & Customize
Select Download PDF once.
Expected result: The export progress state appears.
If this does not happen: Do not start a second export while the first is active.
- 3
Wait for the download
Review & Customize
Wait until PDF generation completes.
Expected result: The browser receives a new PDF file.
If this does not happen: Read the displayed error before retrying once.
- 4
Open the new file
Browser downloads
Open the file whose timestamp matches the current export.
Expected result: A PDF viewer displays the new artifact.
If this does not happen: Locate the configured download folder if the browser did not open it automatically.
- 5
Inspect every page
PDF viewer
Advance through every page at normal viewing size.
Expected result: Text, images, maps, tables, page numbers, and links render as intended.
If this does not happen: Record the first failing page and correct its source before exporting again.
- 6
Rename the approved copy
File system
Give the verified PDF a clear approved filename.
Expected result: The deliverable is distinguishable from drafts and older versions.
If this does not happen: Keep the original download until the renamed copy opens successfully.
PDF problem isolation
| Symptom | Likely source | First check |
|---|---|---|
| Old value | Pending or stale source data | Wizard save state and newly downloaded timestamp |
| Blank image or map | Source asset or capture | Review page before export |
| Overflow or clipping | Content length or template layout | Narrative source and design controls |
| Unexpected missing page | Page visibility or conditional section | Review page strip and document setup |
| Generation failure | Incomplete request or transient processing error | Displayed error and one controlled retry |
Verify before you finish
- The PDF timestamp matches the current export
- Every page was opened and inspected
- Links and contact details are correct
- Financial tables and media render fully
- The approved filename distinguishes the final copy
Troubleshooting and next steps
The PDF contains old data.
Likely cause: The export began before a source save completed or an older file was opened.
- Confirm the current source value and Saved state.
- Generate once more.
- Open the newest timestamped file.
PDF generation fails repeatedly.
Likely cause: A source page, asset, entitlement, or processing request may be failing.
- Read and retain the exact error.
- Confirm Review pages render.
- Contact support with the document identity and error after one controlled retry.
Final verification
- Review & Customize: The browser receives a new PDF file.
- Browser downloads: A PDF viewer displays the new artifact.
- PDF viewer: Text, images, maps, tables, page numbers, and links render as intended.
- File system: The deliverable is distinguishable from drafts and older versions.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.