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Preparing Documents for an Online Application: A Complete Checklist

Visa, university, job or administration portal: how to get every file in the right format, size and order.

By the PDFly team · Published · 2 min read

Online portals for visas, university admissions, job applications and public services all have one thing in common: strict file rules. A rejected upload can cost days. This checklist helps you get it right the first time.

1. Read the requirements carefully

Write down, for each document: accepted format (PDF, JPG), maximum size, whether several pages must be in one file, and any photo dimensions. Keep this list next to you.

2. Scan or photograph cleanly

Use a scanner at 200 DPI, or follow our guide to scanning with your phone. Make sure all four corners of each page are visible and nothing is cut off.

3. One document = one PDF

If a document has several pages (passport pages, bank statements over three months), combine them with Image to PDF or Merge PDF. Put pages in their natural order.

4. Respect the size limit

Use Compress PDF; for scans, Medium compression usually brings a file under 1–2 MB while staying readable. Open the result and zoom in to check small print.

5. Prepare the ID photo

Many portals ask for a photo with exact dimensions and a maximum weight (for example 600 × 600 px, under 240 KB). Crop it to the right shape, then use Resize image and Compress image.

6. Check orientation and completeness

7. Name files clearly

Use names the reviewer understands immediately: Passport_Lastname.pdf, Bank_statements_Jun-Aug_2026.pdf, Diploma_Master.pdf. Avoid spaces and special characters if the portal is old.

8. Protect copies you send by email

If you must email sensitive documents, add a watermark such as “Copy for application no. 12345 only” with Watermark PDF, and consider a password.

Final tip: keep a folder with the finished files. Many applications ask for the same documents again months later.
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