How to Create a PDF Contact Sheet for Your Client

A PDF file is a type of computer document that you cannot edit. Oftentimes business will use PDF files to send virtual copies of forms and other types of documents to clients, allowing them to print out an exact version of the original hard copy. If you want to create a PDF contact sheet for your client, you have to first create the document in a word processing program and then save it in the PDF file format.

Things You'll Need

• Word Processor

Instructions

1. Open a word processing computer program that is capable of saving to the PDF file format such as Microsoft Word and Microsoft Works.

2. Click "File."

3. Click "New Document."

4. Design your contact sheet using the tools you have available to you. You can create tables and columns of information using the "Tables" button in the word processor's toolbar. You can change the font size, color and type using the appropriately labeled buttons in the toolbar. Make sure that your document is clear, easy to read and conveys all the information to your client that you need it to.

5. Click "File."

6. Click "Save As." Select the PDF file format. Name your file, and choose a location for it. Click "Save" again and your PDF contact sheet will be available for sending whenever you please.

Tips & Warnings

• Certain programs come with the ability to save documents as PDF files already installed, while others require that the Adobe PDF reader software be installed on your computer first. If you need to install the Adobe PDF reader software, you can find it at Adobe.com. Other programs, like the 2007 version of Microsoft Word, will require you to download a free add-on from Microsoft's website (see References).

References

• Microsoft.com: Save as PDF
• Adobe