How to Build a Professional Client Handover PDF Pack

What a good handover pack contains

• A cover with the client's name, the property or project, and your logo.
• A contents page, so the client can find the warranty in seconds.
• Clear sections — for example Certificates, Inspection reports, Warranties and manuals, Photos.
• Bookmarks, so the sections appear in the PDF reader's sidebar.
• Page numbers and a footer with the job reference.

The same structure works for construction compliance packs, accounting year-end packs, onboarding packs and proposals.

Build a pack step by step

1. Open the Client pack builder.
2. Type the client's name. Upload their logo (or yours), choose an accent colour and a footer such as "Acme Property · Job 2026-114", then Save client profile.
3. Add section dividers and name them.
4. Add your PDFs and images. Move each one under the right section, choose pages if you only need some, and give each a label — labels become bookmarks and contents entries.
5. Keep Table of contents, Bookmarks and Page numbers on, then Build pack.

Make the next pack take a minute

Client profiles keep the logo, colour, footer and your section names. Next time, type the client's name, and the sections appear ready for new files. Profiles store settings only — PDFPUMA never stores your documents.

No logo or contents page needed? Starter's Document assembly builds the same kind of document with a cover, sections, blank pages and bookmarks.

Questions