PDF guide for occupational and organisational psychologists

2 min read·3 September 2026

Occupational psychologists produce assessment reports, psychological evaluations, reintegration plans, and employee advice documents. Careful handling of confidential personal data in PDF documents is both a legal and ethical obligation.

Securing assessment reports

A psychological assessment report contains personal data, test results, and recommendations intended solely for the commissioning party. Protect the report with print and edit restrictions. Add the candidate's name as a watermark on every page so any leak is traceable.

Merging reintegration dossiers

A reintegration dossier contains the problem analysis, action plan, progress reports, and final report. Merge all documents in chronological order and add continuous page numbers. Use a colour stamp per phase (active = green, recommendation = orange, closed = grey).

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Archiving session notes

Session notes with employees contain privacy-sensitive information. Save notes as PDF/A with an OCR layer so content is searchable within the dossier. Add the date and file number via the stamp function for rapid archiving.

Compressing reports for clients

Final reports for HR departments sometimes contain profile charts, test result tables, and recommendation text. Compress the PDF without quality loss for email delivery while keeping charts sharp.

Adding signature and disclaimer

An occupational psychology report is an official document. Insert the psychologist's signature together with a legally required confidentiality disclaimer and a statement on the restricted recipient group. Use the sign tool and add a text stamp with the professional registration number.