You can customise how your documents look when exported as PDFs, including which sections appear and how they are formatted.
Updating your PDF settings
Go to Settings from the top navigation.
Select PDF Settings.
Choose which elements to include, such as:
Previous risk rankings
Sign-off sheets
Dynamic risk assessments
Dynamic method statements
Save your changes.
💡 Tip: Review these settings before issuing documents to clients or contractors to make sure your PDFs include everything required.