Free Client Offboarding Checklist (PDF) WHAT IT IS A printable offboarding checklist covering final files, access handover, final payment, knowledge transfer and testimonials. WHAT'S INSIDE PDF document. HOW TO USE (5 STEPS) 1. Open the main file in its folder. 2. Replace every bracket field or EXAMPLE row with your own details. 3. Save a copy for each client or week before you start editing. 4. Use it on a real job, not just as a sample. 5. Keep the finished copy with the project file. REQUIREMENTS Any PDF reader; print the PDF version for paper use.