Checking PDF Print Preview Before Archiving Prop Firm Terms and Receipts

I keep a simple archive for every prop firm evaluation I join. Before I save anything as a PDF, I open the print preview. It takes a minute, and it catches the small layout problems that make an old document hard to trust later. I care because terms and receipts are the two things I actually need when a payout question or rule dispute comes up.

For terms, I print from the provider’s page while I am logged in, then check the preview for page breaks. A rule table can split across pages, or a footnote can land alone on the next page. I set the scale to fit width, turn off headers and footers if they add clutter, and confirm the effective date is visible. I also save a dated note in the filename, like terms-2025-03-14, and in a plain text file beside it. The note says where I got the document and what changed, if anything.

For receipts, I use the same preview check. I want the receipt number, date, amount, and account label on one page. If a provider’s receipt runs long, I let it break naturally rather than shrinking it too much. A tiny font is worse than an extra page. When numbers help, I write a hypothetical example in my note: say a plan costs $150, and the receipt shows that amount plus tax. I do not rely on memory for that.

My checklist before saving:

• Confirm the title and date are on the first page.
• Check that tables and footnotes are not cut off.
• Look for blank pages and remove them.
• Name the file with a date and document type.

I also keep a short index note that lists each file and what it covers. That index is often more useful than the PDFs themselves. For a more detailed set of questions, I use the PropFirmDealsHub PDF archive checklist when I review my folder. I still check the provider’s own current terms for anything that matters.

— Alex Morgan