Check upload limits first
Every upload workflow has constraints. If you skip this step, you can optimize the wrong way and still fail at submission. Check max size, allowed file types, and any dimension requirements before changing the files.
- maximum file size (for single file and total upload)
- accepted formats (PDF, JPG, PNG, WebP, and so on)
- resolution or dimension limits for images
- naming rules and character restrictions if provided
Prepare images for upload
Start with dimensions. Oversized images waste bytes and create upload friction. Resize to realistic display or form requirements first.
- Resize with Resize Image.
- Choose format based on target needs. Use PNG vs JPG vs WebP when unsure.
- Run Compress Image for final cleanup.
For web workflows, Image to WebP often helps reduce size further.
Prepare PDFs for upload
For PDFs, the same principle applies: remove waste first, then compress. If the upload only needs one section, extract that section before submitting the full document.
- if only part is needed, split first with Split PDF
- if multiple docs belong together, merge cleanly with Merge PDF
- reduce final size with Compress PDF
Naming and structure tips
Upload failures are not always about size. Bad naming and unclear structure also cause delays and resubmissions.
- use clear names like `invoice-2026-04.pdf` instead of `scan_final_final.pdf`
- keep names short and avoid special characters if a portal is strict
- group related assets logically before upload
- keep an untouched source copy in case you need to regenerate a cleaner variant
Final pass before submit
Before you hit upload, run this quick final check:
- file size is within limits
- format is accepted by the platform
- content is readable and complete
- file names are clear and professional
Next, you can use Best format for email attachments to keep the same discipline for outbound sharing.