The highest-risk mistake is treating a merged file as finished immediately after the pages look right. The page order may be correct while field names, checkbox groups, signatures, or mapped values still need cleanup. A short QA checklist catches that before the template becomes a public link, API endpoint, or signing source.
After merging, review the field list, inspect each inserted page, run one Search & Fill record or manual fill, download the expected output mode, and compare the result against the source. If the merged document will be signed, freeze and send it only after the filled version has been reviewed.
- Confirm the final page order and remove any placeholder pages.
- Review field count, geometry, names, types, and required signature anchors.
- Run one representative fill before saving, publishing, API enabling, or sending for signature.
- Choose flat output for final records and editable output only when live fields must remain available.